Foresight Solutions

What Foresight Solutions does

Foresight Solutions LLC is a privately held, independent financial advisory firm headquartered at 232 Philadelphia Pike, Suite 1, Wilmington, Delaware. The firm provides financial planning, business planning, succession planning, tax advisory, tax planning, accounting, bookkeeping, payroll, and human resources services to individuals, families, and small to midsize business owners across ten U.S. states (CO, CT, DE, FL, MD, NC, NJ, OH, PA, TX). It was founded by Elizabeth Kwoka, who holds a Juris Doctorate from Widener Law School and a Chartered Financial Consultant designation with over 20 years in financial advisory. The firm completed a recent merger with Isaacs and Associates CPA, broadening in-house tax and accounting capacity and expanding the team to include a CPA alongside administrative support staff.

The firm operates on a sales-led, consultation-driven go-to-market motion: prospective clients schedule initial appointments through an online "Book a Call" system, and engagement is delivered via direct advisor-client relationships. Revenue is generated through professional services fees across financial advisory and tax/accounting streams; pricing is quote-based and not publicly disclosed. Securities and investment products are offered through Cambridge Investment Research, Inc., a FINRA/SIPC-member broker-dealer with over $70 billion in AUM, but Foresight Solutions and Cambridge are not affiliated — the firm operates as an independent contractor representative. Distribution channels are direct advisory services, with no resellers, no app, no API, and no disclosed technology platform beyond the firm's Wix-hosted website.

Technology infrastructure is minimal: there is no proprietary software, no mobile applications, no APIs, no SDKs, and no disclosed AI/ML capabilities. Marketing channels are limited to a blog (currently with placeholder content across Events, Tax Planning, and Saving Tips categories), an email newsletter subscription list, and the founder's LinkedIn presence. The firm has no external funding, no subsidiaries, no parent company, no patents or trademarks, and no disclosed certifications beyond standard FINRA/SIPC broker-dealer registration via Cambridge. The team is small (founder, one CPA, three to four administrative support personnel), placing Foresight Solutions firmly in the small independent RIA segment.

Name

Foresight Solutions

Legal name

Foresight Solutions LLC

Website

https://foresightsolutionsllc.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Foresight Solutions LLC is a privately held, independent financial advisory firm in Wilmington, Delaware, offering financial planning, tax, accounting, payroll, and HR services to individuals, families, and small-to-midsize business owners across ten U.S. states.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

• Financial planning services
• Tax and accounting services
• Business succession planning
• Retirement planning advisory
• Bookkeeping and payroll services

Headquarters

HQ city

Wilmington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory and Planning Services: Revenue generated through comprehensive financial planning, investment management, and advisory services for individuals and business owners. The firm provides services in investments, retirement planning, estate planning, and business succession planning.
2. Tax and Accounting Services: Revenue from tax advice, tax planning, accounting, bookkeeping, and payroll services for individuals and businesses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Foresight Solutions is an independent financial advisory firm that provides holistic financial planning, business planning, and succession planning services to individuals, families, and small to midsize business owners. It also delivers operational support services including tax advice and planning, accounting, bookkeeping, payroll, and human resources, with securities products routed through Cambridge Investment Research.

Product overview

Foresight Solutions is a financial advisory firm offering a unified suite of financial planning and business services to individuals, families, and small to midsize business owners. The core offerings include Financial Planning (with a holistic approach considering both financial and personal goals), Business Planning, and Succession Planning. These are complemented by a range of operational support services including Tax Advice, Tax Planning, Accounting, Bookkeeping, Payroll, and Human Resources. The company recently merged with Isaacs and Associates CPA to expand its team capabilities, and operates in partnership with Cambridge Investment Research as broker-dealer.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Two partnerships are on record, tiered major and core.

• Isaacs and Associates CPAmajorStrategic or Co-development PartnerForesight Solutions recently merged with Isaacs and Associates CPA to bring together an expanded team with broader expertise to better serve clients. This merger combined knowledge and experience in financial and business planning areas.
• Cambridge Investment ResearchcoreChannel Partner/ Reseller/ DistributorSecurities offered through Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Investment Advisor Representative services provided through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge has over $70 billion of assets under management.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Foresight Solutions