Catalyst Wealth Partners is a financial planning firm based in Berwyn, Pennsylvania, built around personal guidance, integrity, and long-term client relationships. Founded by Marc Schramm, Ross Phillips, and Richard Hudak, the firm brings together experience in leadership, operations, and financial services. Its approach emphasizes mentorship and complete planning rather than product-driven advice, helping individuals and families make informed decisions as they prepare for retirement.

The firm provides individualized support and written financial plans designed to help clients protect what they have built and plan for the future. Its services include retirement planning, insurance, tax efficiency, wealth preservation, and investment strategies. Catalyst Wealth Partners aims to understand each client’s values and goals, adapting its guidance as life circumstances change. Through ongoing mentorship and client-focused planning, the team seeks to give clients greater clarity, confidence, and direction as they work toward financial security and retirement. Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser.