Services Offered
Portfolio Management
Personalized investment strategies with diversification and performance monitoring to meet financial goals.
Strategic Financial Planning
Comprehensive planning to help families and individuals set and achieve long-term financial objectives.
Asset Transfer Assistance
Smooth and easy process for moving assets from other firms with minimal hassle.
Fee Analysis and Management
Transparent fee structures with competitive rates, often lower than many wealth managers.
Goal-Based Advisory Services
Focus on sticking to established financial goals through disciplined planning and regular reviews.
Reviews
5(2 reviews)
T
Tony
via Google
over 8 years ago
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.
W
Walter Cordesvia Google
almost 11 years ago
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 equation. Their .9% and less management fees, coupled with their past performance, is the right mix for my portfolio management.
