About Foundry Wealth Group
Independent, fiduciary-focused wealth management.
Meet Your Advisor
Logan Guest
Founder & Investment Advisor Representative
With 2 years as a portfolio manager and advisor, a decade of experience as a trader, 6 years as a market and financial educator, and nearly 9 years in financial operations, Logan has built a comprehensive skill set that spans the breadth of financial services.
Logan possesses specialized knowledge in the nuclear energy and technology sectors, allowing him to provide unique insights and identify investment opportunities in these complex fields. His expertise is backed by a degree in finance, specializing in financial markets and economic impacts on markets, as well as a Series 65 license, which qualifies him as an Investment Advisor Representative.
His commitment to fiduciary excellence means he operates with full transparency and a singular focus: helping you achieve your financial goals without the conflicts of interest inherent in traditional brokerage models.
Professional Background
- Portfolio Manager & Advisor for 2 years
- Trader for 10 years
- Market & Financial Educator for 6 years
- Financial Operations for nearly 9 years
- Series 65 Licensed Investment Advisor
- Specialized expertise in nuclear & tech sectors
- Experience with institutional-level proposals
Investment Philosophy
- Evidence-based and rooted in academic research
- Tax-efficient and cost-conscious strategies
- Disciplined, long-term approach
- Focus on what you can control
Core Competencies
Portfolio Management
Financial Planning
Sector Expertise
Our Core Values
The principles that guide everything we do
Fiduciary Excellence
We are legally bound to act in your best interest, always. Every recommendation, every strategy, and every decision is made with your financial well-being as the sole priority.
Independent Stewardship
As an independent RIA, we are free from conflicts of interest that can arise from proprietary products or sales quotas. Our independence allows us to select the best solutions for your unique situation.
Disciplined Process
We combine rigorous analysis, evidence-based strategies, and systematic execution to build and preserve wealth. Our disciplined approach ensures consistency and reduces emotional decision-making.
Our Mission
Our mission is to provide disciplined, evidence-based investment management and financial planning that empowers our clients to achieve their long-term financial goals. We are committed to delivering this with the highest level of integrity and transparency, always acting as a fiduciary.
Why Independence Matters
As an independent Registered Investment Advisor (RIA), we are not tied to any single company's products. This freedom from proprietary constraints allows us to provide objective, unbiased advice and select from a vast universe of financial instruments to construct portfolios that truly serve our clients' best interests.
The Fiduciary Standard
The fiduciary standard is the bedrock of our practice. It legally requires us to put your interests first. This is a higher standard than the "suitability" standard that brokers often follow, ensuring that our recommendations are free from the conflicts of interest that can arise from commissions or sales incentives.
Our Approach to Wealth Management
- Comprehensive financial planning that integrates all aspects of your financial life.
- Investment strategies grounded in academic research and long-term principles.
- A focus on tax efficiency to maximize your net returns.
- Transparent, fee-only compensation that aligns our interests with yours.
- Proactive communication and a commitment to client education.
Specialized Expertise
In addition to broad market knowledge, we bring specialized expertise in the nuclear energy and technology sectors. This allows us to offer unique insights and identify potential growth opportunities for clients interested in these innovative and complex fields, providing a level of analysis that is rare in the advisory space.
Our Client Engagement Process
Discovery Meeting
A no-obligation introductory call to discuss your financial goals, current situation, and determine if we are a good fit.
Comprehensive Analysis
We gather your financial documents and perform a deep analysis of your investments, tax situation, and overall financial health.
Strategy Presentation
We present our findings and a tailored financial plan and investment strategy. This is where you decide if you want to move forward.
Implementation
We handle all the paperwork and processes to onboard you as a client, transfer accounts, and implement the agreed-upon strategy.
Ongoing Management
We continuously monitor your portfolio, provide regular reporting, and meet periodically to review your progress and adjust as needed.
Ready to Begin Your Financial Journey?
Schedule a consultation to discuss how Foundry Wealth Group can help you achieve your financial goals.