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Firm Foundation Wealth Management, LLC is an independent Registered Investment Adviser that recognizes the supremacy of financial planning in guiding clients to successful outcomes.

 We believe that quality financial planning forms the basis for sound investment decisions.

We succeed by providing excellent client service and expert advice to individuals, families, and businesses in many facets of tax and financial planning.

We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication. We work in a collaborative atmosphere with our clients, with whom we reach mutual agreement on every phase of the financial planning process.


We are your trusted partner and guide to provide insightful advice to enable you to make informed financial decisions.


We maintain the highest ethical standards. This is always reflected in our advice and actions. 


We combine expertise and experience to give each client the close personal and professional attention they deserve.

Firm Foundation Wealth Management, LLC is a fee-based independent Registered Investment Advisor that takes a holistic approach to helping clients navigate their financial lives.  

We work with our clients to identify their goals, risk tolerance, and risk capacity in order to create tailored portfolios designed to achieve their financial goals. 

Financial Planning

We offer various planning services for our clients. We prepare written and interactive financial plans for all financial planning clients. The plan considers all of your assets, liabilities, goals and objectives and includes gathering all information necessary to provide you with appropriate and agreed upon services, which may include one or more of the following:

  • Retirement Planning
  • Investment Planning                                                                                                                                          
  • Education Planning                                                                                                                     
  • Insurance Planning and Risk Mitigation                                                                                         
  • Review and Coordination of Estate Plans                                                                                                                     

As a fiduciary, we always act solely in your best interest. Your portfolio is customized based on your investment objectives and goals. 

Daniel A. Lewis, CFP® Photo

Daniel A. Lewis, CFP®

Founder & Managing Member

Daniel is the Founder and Managing Member of Firm Foundation Wealth Management, LLC, an independent Registered Investment Adviser.  Daniel began his career in the financial services industry in 2012 and is a CERTIFIED FINANCIAL PLANNER™ professional.  


  • Financial Advisor at Edward D. Jones & Co., L.P. from 2012-2015
  • Investment Manager at Tradewinds Capital Management, LLC from 2015-2018
  • Principal at Firm Foundation Wealth Management, LLC since 2018. 

Education and Credentials

  • CERTIFIED FINANCIAL PLANNER™ certificant since 2018
  • Accredited Asset Management Specialist™ certificant since 2023
  • B.A. in Christian Ministry from Boise Bible College


Daniel is a Colorado transplant that migrated to the Pacific Northwest with his wife, Sarah, in 2010. He is the father of four beautiful children.  He enjoys hiking, camping, archery and a wide range of other outdoor activities. Retreats to the mountains or jaunts to the coast are great sources or rest and relaxation for the Lewis family.  

Contact Us

Additional Resources

Schwab Alliance Login Pagewww.schwaballiance.com
Charles Schwab Institutional Customer Service Phone Number800-435-4000