About Foundry Wealth Group
Independent advice, a fiduciary duty, and nothing to sell you.
Meet Your Advisor
Logan Guest
Founder & Investment Advisor Representative
Logan has spent 3 years as a portfolio manager and advisor, 10 years as a trader, 6 years teaching markets and personal finance, and nearly 9 years in financial operations. Different seats, same markets — which means he's seen how the pieces fit together from more than one side of the desk.
He follows the nuclear energy and technology sectors closely, two corners of the market that are technical enough that most advisors don't spend much time there. Behind that is a finance degree focused on financial markets and how the economy moves them, plus a Series 65 license — the qualification behind the Investment Advisor Representative title.
As a fiduciary, he's legally required to put your interests ahead of his own. In practice that means no commissions, no sales quotas, and no product someone else is paying him to recommend. You'll always know what you own, what it costs, and why it's there.
Professional Background
- Portfolio Manager & Advisor for 3 years
- Trader for 10 years
- Market & Financial Educator for 6 years
- Financial Operations for nearly 9 years
- Series 65 Licensed Investment Advisor
- Follows the nuclear & technology sectors closely
- 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.
What We're Here to Do
Build disciplined, evidence-based portfolios and financial plans — and explain them in plain English. No jargon wall, no fees buried in a footnote, no products we get paid to push. You should always be able to say what you own, what it costs, and why it's there.
Why Independence Matters
We're an independent Registered Investment Advisor, which means we don't work for a fund company or a bank with a shelf of house products to move. Nobody hands us a list of things to recommend. We choose from the broad market and build around your situation instead of someone else's inventory.
What "Fiduciary" Actually Means
It's not a marketing word — it's a legal obligation to put your interests ahead of ours. Brokers often work under a lower "suitability" bar, where a recommendation only has to be good enough for you, not best for you. We're held to the higher one, and we don't take commissions or sales incentives that would tempt us otherwise.
How We Work
- Planning that looks at your whole financial life, not just the investment account.
- Portfolios built on academic research and long time horizons — not predictions.
- Close attention to taxes, because what you keep matters more than what you earn.
- Fee-only compensation, so our incentives point the same direction as yours.
- You hear from us before you have to ask, and we show our reasoning.
Where We Go Deeper
Alongside broad market knowledge, we follow the nuclear energy and technology sectors closely. They're technical, fast-moving, and easy to get wrong — so if those industries are on your radar, you'll get an actual conversation about them instead of a shrug.
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.