Terms

Terms & disclaimers.

This website is provided for general information only and does not constitute financial, tax, or legal advice. Figures and examples shown are illustrative and not real client data. Any engagement is governed by a separate written agreement.

Information only

Nothing on this site is a recommendation to buy, sell, or hold any security or product, or to take any specific action. Advice is provided only to clients, in writing, under an engagement agreement.

Illustrations

Sample plans, dashboards, names, and quotes shown here are illustrative and for demonstration only. They do not represent real clients, guarantees, or projected outcomes.

How we're paid

Foundry is an independent, fiduciary wealth management firm. We are paid by a transparent fee on the assets we manage, which covers both investment management and financial planning. We earn no commissions and accept no product kickbacks or referral fees.

Contact

Questions about these terms? Reach us through our contact form. These terms may be updated from time to time.