Foundation Wealth Partners

Anthony Vaughn 

on Google

2 months ago

Conor and Travis were so helpful and knowledgeable in the Social Security Planning Course they taught. They seemed to take a genuine interest in the attendees and wanted to make sure that everyone understood their presentation. Their presentation was both informative and easy to follow. I highly recommend their professional services. 

srinivas ramaswamy 

on Google

2 months ago

Conor and team are amazing. I attended their informational seminar on social security which they followed up with two virtual meetings where we got insightful analysis and information. All this with no push from them to buy their services. Conor was very professional and generous with his time. Thank you! 

Genell Aguilar 

on Google

3 months ago

I am so thankful to have found Conor Shepard and Foundation Wealth Partners. After the loss of my husband, I felt overwhelmed by the need to consolidate multiple accounts. I lacked experience with investment management, and Conor has been incredibly patient with me. He always takes the time to explain every step we are taking in clear and straightforward terms. Conor has gone above and beyond, removing all the stress and anxiety out of the process. His support during this difficult time has meant so much to me. I don’t think... read more

Dovetta Forbes 

on Google

6 months ago

The seminar was very informative, and we learned a lot. Then, the follow-up meetings were a great benefit and helped us plan some for our future. These guys are the best. Connor was very educated on this subject and what he was not sure about he got the answers or gave us a contact. He was also very polite. Highly recommend attending the seminars. 

Jared M 

on Google

10 months ago

The staff treat you like the close family members that you want to stay with you at Christmas time so there won't be room for the family you don't like. They are friendly and personable before a meeting, knowledgeable and educational during a meeting, and trustworthy in between meetings. We have been working with Conor and have been impressed with the service.