Scott Lee Shively

Employer firm

Foundation Wealth & Tax Advisors, LLC CRD 317596

$85.0M regulatory AUM 36 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 10/2020
  Brown Edwards & Company Llp
  Roanoke, VA
• 11/2020 → 07/2021
  Piedmont Cpa Group Pc
  Nellysford, VA
• 07/2021 → 05/2023
  Burkett, Burkett, & Burkett Cpas Pa
  Rock Hill, SC
• 05/2023 → Present
  Rcn & Associates Llc
  Edgewater, MD
• 08/2025 → Present
  Foundation Wealth & Tax Advisors, Llc
  Annapolis, MD

Other Businesses

Scott Shively is an accountant and Tax Director at RCN & Associates, LLC, a firm providing accounting, bookkeeping, and income tax preparation services. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Foundation Wealth & Tax Advisors, LLC always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of Foundation Wealth & Tax Advisors, LLC in connection with such individual's activities outside of Foundation Wealth & Tax Advisors, LLC. Approximately 90% of his time is spent on this other business activity.

Designations

• Certified Financial Planner