Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We are an Indiana-based company that believes a positive client experience should not be limited by your location. Our technology allows us to serve all our clients, whether geographically remote or mobility-impaired/homebound, with the same attention to detail.

Our Primary Purpose Is Serving Our Clients

Our Primary Purpose Is Serving Our Clients

  • Foundational Financial Advisors, LLC was created around a set of values and ideas greater than just helping clients to invest. We seek to establish a relationship with our clients and strive to provide a full service experience to assist them with various aspects of their financial well-being. 

  • As a fiduciary of our clients’ financial well-being, we are committed to putting our clients’ interests ahead of our own. We do not offer any proprietary investment products, nor do we engage in any investment banking activities, which helps ensure that the investments we use in our portfolios are selected to benefit our clients and not ourselves.
Our Independence Frees Us To Select An Appropriate Option For You

Our Independence Frees Us To Select An Appropriate Option For You

  • We are an independent, fiduciary Register Investment Advisory (RIA) firm providing individualized comprehensive solutions to individuals, businesses, and other organizations. We are a long-term value driven RIA where we believe our success is defined by our clients’ ability to fulfill their long-term financial goals without compromising their values.

  • As an independent firm, we are free to recommend various courses of action that will help you work toward meeting your financial goals. Our independence helps ensure our research and market insights are objective.
Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using what we feel are the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Our Affiliated Companies

A Managing Member of our firm offers services through affiliated, but separately owned, companies. You will never be required to engage the services of these affiliated companies. We do not receive any referral fees from these affiliated companies nor from any other referral source. Our goal, whether you use an affiliated company or a separate outside insurance, legal, or tax advisor, is to ensure the pieces of your plan come together in a cohesive manner. The two affiliated companies are: The Law Office of Patrick Sullivan, P.C. and Foundational Insurance Advisors, LLC. 


The advisors at Foundational Financial Advisors, LLC are trained to include aspects of estate planning in their financial planning services. However, Foundational does not draft estate planning documents.

The Law Office of Patrick Sullivan, P.C. is a separate law firm that provides business, estate, financial, litigation, and probate services. This law firm can draft the documents required to fully implement a financial or estate plan; however, the firm is only licensed in Indiana so its services may not be available to all clients. 

Foundational Insurance Advisors, LLC is a separate insurance agency that offers disability insurance, long-term care insurance, and life insurance. 

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