Foundation Wealth Partners

Located in Houston, Texas

Address: 1373 N Greenville Ave, Allen, TX 75002, United States

Phone: +1 972-332-1523

Rating: 5

Review 1 (2025-02-26 - Rating: 5)
Conor and team are amazing. I attended their informational seminar on social security which they followed up with two virtual meetings where we got insightful analysis and information. All this with no push from them to buy their services. Conor was very professional and generous with his time. Thank you!

Review 2 (2025-02-03 - Rating: 5)
I am so thankful to have found Conor Shepard and Foundation Wealth Partners. After the loss of my husband, I felt overwhelmed by the need to consolidate multiple accounts. I lacked experience with investment management, and Conor has been incredibly patient with me. He always takes the time to explain every step we are taking in clear and straightforward terms. Conor has gone above and beyond, removing all the stress and anxiety out of the process. His support during this difficult time has meant so much to me. I don’t think I would have found this level of care anywhere else from a financial advisor. I cannot recommend him enough.

Review 3 (2024-11-04 - Rating: 5)
The seminar was very informative, and we learned a lot. Then, the follow-up meetings were a great benefit and helped us plan some for our future. These guys are the best. Connor was very educated on this subject and what he was not sure about he got the answers or gave us a contact. He was also very polite. Highly recommend attending the seminars.

Review 4 (2024-07-01 - Rating: 5)
The staff treat you like the close family members that you want to stay with you at Christmas time so there wont be room for the family you dont like. They are friendly and personable before a meeting, knowledgeable and educational during a meeting, and trustworthy in between meetings. We have been working with Conor and have been impressed with the service.

Review 5 (2023-11-07 - Rating: 5)
Sam and his team are great. They are always professional and treat you like family at the same time. They are always available to answer questions and teach us what we ought to do and what they are doing to keep us on track to enjoy a great retirement. Wish we would have found them sooner.Sam has recommended the right people to assist us with other needs like insurance and legal.Thank you Sam and all the members of our financial team

Review 6 (2024-09-19 - Rating: 5)
I reached out to Foundation Wealth Partners and while I didnt actually partake in their services, Samuel was really helpful in giving me some great financial advise. I will definitely be in touch for future needs.

Review 7 (2023-08-15 - Rating: 5)
Always a good experience when working with any team member at FWP.Evidence based advice has helped steer us through several years of market changes, including 2020.Our advisor brings up other considerations when discussing all types of issues, spanning retirement planning, investments, and market trends so we make informed decisions.

Review 8 (2023-08-30 - Rating: 5)
I have been working with Sam for years and always appreciate his honest answers to all of my questions. He is focused on what my plans and goals are and the best way to go about achieving. Highly refer him and FWP.

Review 9 (2024-09-04 - Rating: 5)
Incredible people, friendly environment, very knowledgeable with information on social security. Explained everything in detail to my understanding.

Review 10 (2023-11-09 - Rating: 5)
I have known Sam for many years and he’s always been very responsive and personable when it comes to my financial future. Keep up the great work!