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Foundations Financial Planning
Foundations Financial Planning operates as a multi-family office and alternative investment platform from Atlanta, Georgia, founded and led by Managing...
Foundations Financial Planning
Foundations Financial Planning operates as a multi-family office and alternative investment platform from Atlanta, Georgia, founded and led by Managing Partner Allan Boomer. The firm serves high-net-worth individuals and families seeking direct exposure to private market transactions that individual investors rarely access on their own — particularly in private credit, income-producing real estate, and select private equity opportunities. Boomer's background spans investment banking, advisory, and principal investing, which shapes a sourcing methodology rooted in operator relationships rather than blind-pool fund commitments. The firm deploys capital across three primary asset classes: private credit, commercial and residential real estate, and private equity. Private credit allocations target yield-generating debt instruments with asset-backed collateral, often in middle-market situations where banks have retreated. Real estate positions concentrate on multifamily, industrial, and opportunistic commercial properties primarily in the Southeastern United States, including Georgia and Florida. The private equity book is more episodic, participating in recapitalizations and growth-equity rounds alongside identified operating partners. The vehicle structure is consistently a feeder-fund or SPV aggregation model — Foundations pools qualified client capital into an entity that then invests as a single participant in a larger transaction, a structure that lowers per-investor minimums. Team size and total deployment figures are not publicly disclosed. The firm maintains a single office in Atlanta, with deal flow concentrated in Southeastern markets. There is no indication of a separate philanthropic foundation or a formal co-investor club structure, though the feeder model itself functions as an informal aggregation mechanism for clients who share similar allocation objectives. In March 2025, Managing Partner Allan Boomer authored commentary on private credit market dislocations, a piece that highlighted ongoing opportunities in asset-based lending as regional banks continue to reduce exposure (per the firm's official communications, March 2025). Foundations Financial Planning occupies a distinctive niche: it is an RIA-structured multi-family office that behaves more like a deal-by-deal syndicator. The firm imposes no long-duration private equity fund lock-ups. Each investment is underwritten as a discrete SPV with its own return profile and liquidity timeline, which aligns with the wealth-planning orientation suggested by the firm's name — alternative allocations sit alongside financial planning, not in a separate institutional silo.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
Allan Boomer
Managing Partner
Sector focus
Frequently asked questions
How does Foundations Financial Planning structure its alternative investments?
The firm uses a feeder-vehicle or SPV aggregation model. Client capital is pooled into a single-purpose entity that then participates as one investor in a larger private credit, real estate, or private equity transaction. This structure reduces per-investor minimums and allows families to access deals that would otherwise require institutional-scale commitments. Each SPV is underwritten discretely with its own return profile and liquidity timeline, rather than tied to a blind-pool fund.
What asset classes does the firm focus on?
Foundations Financial Planning deploys across three primary asset classes: private credit, commercial and residential real estate, and select private equity. Private credit positions typically target middle-market, asset-backed lending situations. Real estate concentrates on multifamily, industrial, and opportunistic commercial properties, predominantly in the Southeastern United States. Private equity is more episodic and centers on recapitalizations and growth-equity rounds alongside identified operating partners.
Who runs investment decisions at Foundations Financial Planning?
Allan Boomer, the firm's Managing Partner, leads investment decisions. Boomer's professional background spans investment banking, advisory, and principal investing, and the deal-sourcing approach leans heavily on operator relationships and regional developer networks rather than on fund-of-funds allocations. The firm has not publicly disclosed a separate investment committee or additional named deal professionals.
Is Foundations Financial Planning a single-family office or a multi-family office?
Foundations Financial Planning operates as a multi-family office structured under an RIA framework. It serves multiple high-net-worth families, integrating alternative investment access with broader financial planning services. The alternative-investment side behaves more like a deal-by-deal syndicator, using SPVs rather than traditional private equity fund commitments.
What is the geographic concentration of the firm's real estate investments?
The real estate portfolio is concentrated in the Southeastern United States, with confirmed activity in Georgia and Florida. The firm targets income-producing multifamily assets, industrial properties, and opportunistic commercial deals within this region. There is no public evidence of real estate holdings outside the Southeast.
Does the firm impose lock-ups or require long-duration commitments?
No. Foundations Financial Planning does not impose the long-duration lock-ups typical of institutional private equity funds. Each deal is structured as a discrete transaction with its own liquidity timeline. This aligns with the firm's broader financial-planning orientation — clients are not required to commit capital to a blind pool for a decade.
How does the firm source its private credit deals?
Private credit deal flow is sourced through a network of operating partners, regional developers, and intermediaries, with a particular emphasis on middle-market situations where regional banks have scaled back lending. Allan Boomer's public commentary in March 2025 specifically cited asset-based lending opportunities arising from bank retrenchment as a key sourcing tailwind.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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