Comprehensive guidance to support your needs

As a business owner, you have built something you care about and want to see it thrive for years to come. At Foundation Wealth Advisors, we understand the challenges you face and the commitment it takes to succeed. By leveraging deep resources and insightful analysis, we design strategies customized to meet your needs and goals, helping you navigate the complexities of your financial world with confidence.

We recognize that your personal and professional lives are deeply connected. From passing on a legacy to the next generation to ensuring your employees have retirement options, we help you see the bigger picture and create a balanced, integrated plan that aligns with your vision. We also help build out a team of trusted professionals tailored to your needs, drawing on our extensive resources to provide guidance in areas such as retirement planning, mergers and acquisitions, business sales, and more.

Our comprehensive services include:

• Business Transition Planning: Partnering with Raymond James Investment Bankers to guide you through mergers, acquisitions, or business sales
• Retirement Planning: Customized retirement plans for you and your employees
• Wealth and Investment Management: Strategies to grow and protect your wealth
• Banking and Lending Solutions: Tailored access to capital for growth or personal needs
• Insurance and Risk Management: Solutions such as key person insurance to safeguard your business and loved ones
• Estate and Charitable Planning: Guidance to preserve your legacy and support the causes you care about
• Cash Management: Tools to optimize liquidity and manage cash flow

¹ Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

² Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.

As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.

Some roles are simply not designed to last until the golden age of 65. Lucrative and often demanding, these positions require a refined approach to wealth management, which is precisely what our team delivers. At Milianta Wealth Management, we embrace the distinctive nature of our clients’ financial journeys. This is especially true when it comes to advising young professionals who are cultivating wealth and have careers with inherently shorter lifespans.