Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Investment Management

Foundations Investment Advisors

Bryon Rice

Stephanie Roper

Josh Cooksey

Stephanie Jones

Kyle Mann

Ernest J. C’debaca

Jarrod Florence

The Operations Team at Foundations Investment Advisors is responsible for ensuring the seamless day-to-day functioning of the firm's activities. This team oversees critical functions such as account management, billing, trading operations, and overall operational efficiency. By managing these aspects effectively, they support the firm’s mission to provide efficient, goals-based financial planning and maintain an enjoyable, transparent investor experience.

Operations Team

Financial Management Team

Leadership Team

Business Development

Operations Team

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Team members

Other teams at Foundations Investment Advisors

Financial Management Team

Leadership Team

Business Development