The Power of Fostering Life's Wealth
Our Mission: Empowering Your Financial Wellbeing
At Foster & Motley, we believe in a holistic approach to wealth management, encompassing financial planning, investment management, and personalized guidance to navigate your financial journey. We are passionate about helping individuals and families achieve financial security and pursue their aspirations.
Who We Are
Founded in 1997 by David Foster, CPA, CFP, and W. Mark Motley, MBA, CFA, Foster & Motley is an independent Registered Investment Advisor with over $2 billion in assets under management. We are a team of experienced professionals committed to providing unbiased, conflict-free advice to our clients.
Our Values
- Client-Centricity: Your goals and interests always come first.
- Transparency: We believe in open communication and clear explanations.
- Fiduciary Responsibility: We uphold the highest ethical standards and act in your best interest.
- Personalized Solutions: We tailor our services to your unique situation and goals.
- Innovation & Growth: We embrace continuous learning and advancement in financial planning and investment management.
Our Services
We offer a comprehensive array of services designed to meet your unique financial needs.
- Wealth Management: A tailored approach combining financial planning and investment management for a holistic financial experience.
- Financial Planning: Comprehensive planning that includes retirement planning, estate planning, and investment planning.
- Investment Management: Customized portfolio management aligned with your financial goals and risk tolerance.
- Essential Investment Packages: Options starting from below $1 million to cater to diverse client needs.
What Sets Us Apart
- Fee-Only Compensation: Our compensation is based solely on client fees, ensuring objectivity and eliminating conflicts of interest.
- Fiduciary Approach: We are legally bound to act in your best interest, prioritizing your needs and goals.
- Independent Ownership: As an employee-owned firm, we answer to our clients, not external stakeholders.
- Continuous Learning: We are committed to ongoing professional development, ensuring our clients receive the most advanced and effective advice.
Overall Experience
The reviewers have expressed their satisfaction with the services provided by Foster and Motley, a wealth management firm. They have praised the firm's ability to help them achieve their financial goals.
Excellent Service and Strategic Planning
The reviewers have praised the excellent service and strategic planning provided by the firm. They have commended the firm's ability to stick to the financial goals set up for their families. The reviewers have worked closely with their portfolio managers, who have provided them with excellent guidance and support.
Investment Performance
The reviewers have praised the firm's investment performance, stating that it is comparable to the top-performing managers. They have also appreciated the lower management fees charged by the firm, which is significantly lower than many wealth managers.
Key Strengths
- Excellent service and strategic planning
- Ability to stick to financial goals
- Excellent guidance and support from portfolio managers
- Competitive management fees
- Good investment performance
