5 Wealth Management

Awards & Achievements

LET’S TALK

Message Us Now!

Fill out and submit the form below and a member of our team whill reach out soon to schedule a consultation.

Full Name(Required)

Email

Message

Get in touch with us

Contact Details

Let us know your needs for us to help you.



Farmington, UT Address:
991 Shepard Ln, Suite #110
Farmington, UT 84025

Lehi, UT Address:
2135 W. Main Street, Suite #B303
Lehi, UT 84043



Email Address
info@5MoneyMyths.com



Call us Today
801-558-1358

Home
About Us
Locations
Services
Workshops
Blogs

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Better Business Bureau (“BBB”) ratings represent the BBB’s opinion of how the business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business’s reliability or performance. BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. The 5 Money Myths has been a member of the BBB since 2016 and did not pay for the rating/accreditation. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of The 5 Money Myths by any of its clients or that a client or prospective client will experience the same or a higher level of investment performance.

FOUNDATIONS PRIVACY POLICY

FORM CRS

FOUNDATIONS FORM ADV PART 2 AND PART 3

Loading...