We enable wealth-wise transactions and planning to help you navigate your financial terrain with unbiased, critical, and fearless thinking. Learning to take a proactive roles in understanding her family's finances and investments after an unexpected loss. Develop a personalized investment plan tailored to meet your financial needs now and in the future.
Services
As you dare to dream, encircle yourself with a seasoned team of experts, who have blazed their own trails in life and in the financial marketplace. Foster & Motley is proud of the professional, experienced financial planners and investment managers who provide credible and reliable advice to our clients every day.
Staying on course financially requires a disciplined, integrated approach. Foster & Motley serves as your personal wealth manager, seamlessly bringing together financial planning and discretionary investment management services to help keep you on track to meet your goals. It's time to lay the groundwork for your wealth journey.
Monitor your asset allocation, account positions, and investment performance, in a safe environment that keeps your data secure. Tap the resources of our third-party custodian to access monthly statements, view intra-day pricing, and deposit checks with Schwab Mobile Deposit. Secure storage of your Foster & Motley documents as well as those provided by you, such as tax returns, estate planning documents, etc.
We are an independent Registered Investment Advisor, managing over $2 billion* in client assets. David Foster, CPA, CFP, and W. Mark Motley, MBA, CFA, founded Foster & Motley in 1997 offering their clients customized, fee-only financial planning and investment management. Today our wealth management service provides independent and objective advice that always puts our clients' interest first.
You've worked hard to plan and save for the future. We are here to help you get to the next level and ensure that you and your family are financially prepared for whatever the future may hold. Where do you want to go? What are your goals now and in retirement? The first step to securing a strong financial future is to clearly define your goals.
Reviews (2)
Tony
Jun 19, 2017
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I have been with Foster and Motley for about two years now, and l am extremely pleased. I have had my investments with two other firms in the past and there is no comparison. The service and strategic planning is excellent. They do a wonderful job of sticking with the financial goals that we have set up for my family. I work with Dave and Brad and they don't always tell me what I want to hear. They focus on sticking with the goals we set up to help my family reach our financial goals.
Walter Cordes
Jun 27, 2015
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I recently moved my assets from Morgan Stanley Smith Barney to Foster and Motley and was most impressed with how easy the move was, how friendly the staff is and how comfortable I feel. My Portfolio Manager is Zach Horn and I couldn’t be more pleased with the excellent diversification and choices of investments he and the firm have made. The fees are noticeably lower than many wealth managers charge and their long & short term performance flirts with the top performing managers. When management performance is equal and similar, one has to do their due diligence and plug management fees into the
