Firm Foundations Financial Group

EST. AUM
$100,000,000

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Firm Details

Metro area Pittsburgh
CRD Number
Website firmfoundationsgroup.com
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Overview

Firm Foundations Financial Group, LLC (FFFG) is an independent, fee-based, fiduciary financial advisory firm headquartered in Pittsburgh, Pennsylvania, co-founded in early 2024 by Managing Partners Scott Lucas, CFP®, CKA®, and David Simeone, CRC®, RFC®. The firm delivers comprehensive financial planning to individuals and families across all life stages, integrating investment management, retirement income planning, tax strategies, estate and legacy planning, education funding, and insurance solutions. Advisory services are delivered through Creative Financial Designs, Inc., a Registered Investment Adviser (RIA) based in Kokomo, Indiana. FFFG operates as a Christ-centered, values-based practice rooted in fiduciary responsibility and long-term client relationships, serving clients primarily across the greater Pittsburgh and Westmoreland County areas. With a collective 46 years of industry experience, the firm's team of six professionals holds certifications including CFP®, CKA®, CRC®, and RFC®.

Platform Details

See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Firm Foundations Financial Group

Platform Details

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