Business Details
Your Trusted Partner for Wealth Management Solutions
At Foundry Wealth Advisors, we believe that every client deserves our full and focused attention. Our approach to wealth management is centered on building personal relationships and delivering customized solutions tailored to each client's unique circumstances. We take a holistic view of your financial picture, asking the right questions to understand your goals, risks, and opportunities. Our team collaborates intensely to provide a comprehensive perspective, ensuring that your financial strategies align with your life's aspirations. As an independently owned firm, we prioritize client satisfaction over shareholder interests, offering transparency and advocacy in every interaction. We act as coordinators between your attorneys, accountants, and other professionals to ensure your needs are met effectively.Our technology enables consolidated performance reporting across all your accounts, simplifying complex financial landscapes into clear, actionable insights. We partner only with reputable firms like Charles Schwab to provide cutting-edge solutions while maintaining a personalized touch. Our commitment extends beyond clients to the Baltimore community, where we invest profits and volunteer time to support causes that empower children and underserved populations. Located in an historic foundry turned office space, we are proud to contribute to the local economy while redefining wealth management.
Services
Wealth Management
Financial Planning
Investment Management
Retirement Planning
Tax Strategies
Estate Planning
Charitable Gifting
Highlights and features
- We focus on personalized relationships, not shareholders, to create customized financial solutions.
- Our strategic alliances provide big-picture expertise while maintaining nimble, individual service.
- We coordinate with your professional team to ensure seamless execution of your financial goals.
- Our technology consolidates complex financial data into clear, actionable performance reports.
- We are deeply committed to the Baltimore community through volunteerism and local economic support.
Associations and certifications
- SEC Registered Investment Adviser
Services
Wealth Management
Our wealth management service provides comprehensive oversight of your financial picture, combining personalized planning with strategic investment strategies. We focus on long-term goals, risk management, and family legacy planning. Our approach integrates your financial accounts into consolidated reports for clarity and informed decision-making.
Financial Planning
Financial planning helps clients define and achieve life goals through customized strategies. We analyze income, expenses, investments, and risks to create actionable roadmaps. Our process includes retirement, education, and major life event planning tailored to individual circumstances.
Investment Management
Investment management focuses on optimizing your portfolio through diversified strategies and risk assessment. We provide access to reputable custodians like Charles Schwab while maintaining personalized oversight. Regular performance reporting ensures alignment with your financial objectives.
Retirement Planning
Retirement planning prepares clients for financial independence by developing savings strategies and income projections. We address tax implications, healthcare costs, and lifestyle goals to ensure sustainable post-retirement security tailored to individual timelines.
Estate Planning
Estate planning safeguards your assets and intentions for future generations. We collaborate with legal professionals to create wills, trusts, and succession plans that reflect your wishes while minimizing tax burdens and legal complexities.
People
Marianne D. Mattran, CFP
President & Co-Founder
Marianne D. Mattran co-founded Foundry Wealth Advisors to provide client-focused wealth management. With a Certified Financial Planner designation, she specializes in crafting personalized financial strategies. Her expertise stems from years of experience in investment advisory services, emphasizing long-term client relationships and community impact.
Donald A. Mattran, Jr., MBA
Managing Partner & Co-Founder
Donald A. Mattran, Jr. co-founded Foundry Wealth Advisors and leads strategic operations. Holding an MBA, he focuses on firm governance and client advocacy. His background includes leadership roles in financial services, driving the firm's commitment to transparency and personalized solutions.
Kyle J. Fishler
Vice President
Kyle J. Fishler serves as Vice President at Foundry Wealth Advisors, managing client portfolios and investment strategies. His expertise lies in financial analysis and wealth planning, ensuring clients receive data-driven recommendations aligned with their long-term goals through continuous monitoring.
Lillie C. Hughes
Operations / Client Service Manager
Lillie C. Hughes oversees daily operations and client service at Foundry Wealth Advisors. Her role ensures seamless execution of financial plans and exceptional client support. With experience in financial operations, she focuses on maintaining the firm's commitment to personalized attention and community engagement.
Questions
What services does Foundry Wealth Advisors offer?
We provide wealth management, financial planning, investment management, retirement planning, tax strategies, estate planning, and charitable gifting services tailored to individual client needs.
How does Foundry Wealth Advisors approach client relationships?
We prioritize long-term, personalized relationships by acting as financial advocates, coordinating with your professional team, and delivering customized solutions focused on your goals.
What areas do you serve?
While based in Baltimore, Maryland, we serve clients nationwide through technology-enabled, personalized financial planning and investment management.
How are your investment strategies different?
We combine strategic alliances with reputable firms like Charles Schwab with personalized oversight, using consolidated reporting to simplify complex financial landscapes into actionable insights.
What is your community involvement?
We reinvest profits into the Baltimore community and volunteer time for organizations supporting children, underserved populations, and economic development across Maryland.
