John Holtzman is the cofounder of Foundation Financial Advisors, Inc. With more than 30 years' experience, John has earned numerous credentials and designations, including:
CERTIFIED FINANCIAL PLANNER™ practitioner (1997)
Accredited Investment Fiduciary® (2011)
John had a different idea in mind when he cofounded his wealth management practice 30 years ago. After graduating Loyola University Maryland in 1993 and establishing his career as a financial professional with American Express Financial Advisors, John quickly became dismayed with the conflicts of interest associated with the typical “sales oriented” Wall Street business model. Determined to create a better way, he started Foundation Financial Advisors, where the individual needs of his clients have always been the primary focus.
Today, Foundation Financial Advisors, with more than $600 million in assets under management, delivers independent and objective wealth management services to high-net-worth individuals and institutions based on the principle that every recommendation made is dependent solely on the client's individual needs.
John is committed to providing a holistic, client focused financial planning process, and has obtained the specialized designations of Certified Financial Planner™ professional and Accredited Investment Fiduciary®. John has been invited to speak to many companies and organizations, including the National Security Agency, with a focus on helping employees integrate their complex benefits packages with their personal financial goals.
John is very active in the community and currently serves on the Board of Directors of St. Vincent de Paul Baltimore, a leading provider of community services to people suffering from the effects of hunger, homelessness, and poverty in the Baltimore region.
John resides in the historic neighborhood of Guilford in Baltimore and enjoys spending time with his wife, Karen, and daughters, Kaleigh and Chloe.
John Holtzman is proud to have been recognized as a Summit Club advisor for 2021—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
