Foundry Wealth Advisors

At Foundry Wealth Advisors, we're redefining the way wealth management is approached. We believe that every client deserves our full and focused attention, not just once or twice a year, but every day. We take the time to get to know our clients, their businesses, and their needs, and work hard to understand the issues and risks they face. This allows us to deliver more thoughtful and tailored, long-term strategies for managing risk, capitalizing on opportunities, and providing for the future.

Who We Are

We're a team of professionals who believe in working closely with our clients to achieve their financial goals. Our team is led by Marianne D. Mattran, CFP, President and Co-Founder, and Donald A. Mattran, Jr., MBA, Managing Partner and Co-Founder. We're committed to our community and take our responsibility to give back seriously. We're active leaders and volunteers for various causes that empower children, help the underserved, and promote economic development.

What We Do

At Foundry Wealth Advisors, we view wealth management differently. It's not just about investing your money; it's about investing in a relationship. We take a bird's-eye view of your financial picture, ask the right questions, and work hard to help you understand the issues and risks you face. We deliver more thoughtful and tailored, long-term strategies for managing risk, capitalizing on opportunities, providing for the future, and realizing your dreams.

Our Approach

We deliver the resources of a large firm, but we develop your plan in a more personal way. We have strategic alliances that allow us to bring you big-picture solutions, while our structure allows us to be nimble and offer unusually personal service and highly customized plans. We act not only as your advisor but also as your advocate, devising a comprehensive wealth management plan that involves working as a team with your attorneys, accountants, and other professionals. We take on coordinating the entire effort to ensure your needs are translated in a way that generates the best possible results.

Our Partnerships

We're affiliated with only the most reputable firms, which allows us to provide you with sophisticated and cutting-edge solutions. For example, we've chosen Charles Schwab and Company as the custodian of our clients' investment assets due to their excellent reputation and financial strength. Our difference doesn't end there - we remain in continual contact and check frequently to ensure our clients have no surprises, allowing them to make more informed decisions in achieving their goals.