Foundation First began with a simple but powerful idea: everyone deserves the knowledge and opportunity to build wealth. We believe that a foundation in basic money management and consistent investing can transform lives and strengthen families and communities.
Our mission at Foundation First is to empower individuals through accessible financial literacy education and hands-on support in building savings, investment, and retirement accounts that lay the foundation for long-term financial stability and a secure future.
At Foundation First, we envision a world where everyone possesses the knowledge, confidence, and resources to build a solid financial foundation free from debt, rich with opportunity, and secure in retirement.

At Foundation First, we believe everyone deserves access to the tools, knowledge, and support needed to achieve financial stability, no matter their background or starting point. Our organization is designed to meet people where they are, providing practical guidance and trusted resources to help each person build a strong financial foundation for a secure future.
We proudly serve:

Foundation First is here to turn financial confusion and uncertainty into clarity. We offer easy-to-understand education and one-on-one support in saving, investing, and planning for your future. By partnering with trusted financial experts, we make it simple for anyone to start building the foundation to lasting financial security.

We are three grad school friends who started Foundation First with one big goal: to make financial literacy and investing accessible to everyone. With backgrounds in nonprofits, higher education, the military, and finance, we’ve blended our experiences to help people take charge of their money and their future, one step at a time.
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