Our Firm

We are a full-service financial firm committed to helping our clients pursue their financial and life goals.  Our approach to Wealth Management is as unique as you are. We create a concierge level of service tailoring innovative strategies, investment vehicles and advice to your desires, goals and values.

At Foundation Wealth Management LLC, when it comes to you and your unique situation, nothing else matters.

 
We are objectively able to offer diverse services due to our strategic partnership with some of the best and largest financial institutions globally.

Being a truly independent firm, we are not burdened with having to place someone in a “preferred in-house company product,” or “cookie cutter planning approach.”

Our clients enjoy our concierge level of service with peace of mind, knowing our dedication to their life's passions and goals is our goal and passion. Achieving balance and experiencing true financial freedom is not a unique situation. Having the right advisor and wealth management tools is.

Our Managing Partner

David McMillen, our company’s Founder and Managing Partner, has been working with individuals and businesses focused in the Front Range area for almost 28 years in such diverse areas as retirement income and estate planning, risk managed asset portfolios, business continuation planning, charitable giving strategies and more.

David holds various professional designations and licenses, and is licensed to offer a variety of investment and insurance products throughout multiple states.  As a public speaker, David has presented on such various topics and tax reform, estate planning, retirement savings and financial planning.  David says that one his greatest joys beyond utilizing his expertise and experience to assist clients who want to make positive changes in their situation, is converting short term strangers into long term friends.

Our Contact Information

Mailing Address:

106 Pineview Lane
Boulder, CO 80302
Phone: 303-444-9797
Fax: 303-444-3939

Email: david@foundationwealthllc.com