Financial Advisors & RIAs
A trusted advisor for the investments that matter most.
Foundation X works with a variety of advisors and RIAs from across the country to help provide in-depth philanthropic guidance and support. Connecting your clients to the causes they care about deepens both the relationship you have with them and the impact they can have on the world.
We enhance advice.
Our Philanthropic consulting services are designed to empower RIAs and professional financial advisors with in-house philanthropic experts as an extension of your firm and practice. Our focus is social impact, and our goal is to provide a flexible model that enhances your current suite of services and deepens the relationship with your clients.
Direct Client Advice
Nonprofit Due Diligence
Philanthropic Strategy Generation
Client-Facing Deliverable Creation
Advisor Training and Education
At Foundation X, we believe that the greatest returns come from the investments you make in others.
Extend your team. Enhance your advice.
By partnering with Foundation X, you will instantly onboard a team of philanthropic experts as an extension of your practice, providing more for your clients than ever before, all within the same office.