If you are considering one of our comprehensive approaches to wealth management, we have tailored solutions to serve you and your family throughout your financial life.
Whether you are earlier in your journey with around $200,000, or have already accumulated significant wealth of $10 million, $50 million, $100 million—or more, we have dedicated teams of advisors ready to meet you where you are.
Our responsibility is to understand the full context of a client’s financial life—their goals, priorities, concerns, and the decisions they’re facing. From there, we apply disciplined planning, evidence-based investment strategies, and fiduciary care to help bring clarity to complexity and support confident decision-making over time.”
Buck Olsen, CEO, and Shareholder
Foster Group offers financial planning services to help individuals and families manage long-term wealth with confidence. As a fee-only, fiduciary financial advisory firm, we provide objective guidance focused solely on your best interests.
Our integrated planning approach combines investment management, retirement planning, tax-aware strategies, and risk management into a personalized roadmap that evolves as your goals and life circumstances change. With decades of experience, Foster Group helps clients make informed decisions and stay focused on what matters most.
Foster Group’s investment management services are built on disciplined strategy, evidence-based research, and fiduciary care. As a fee-only fiduciary wealth management firm, we design and manage diversified investment portfolios aligned with your long-term goals, risk tolerance, and time horizon. Our approach helps ensure prudent asset allocation, cost efficiency, tax awareness, and thoughtful risk management—helping clients navigate market volatility while staying focused on growth, retirement readiness, and lasting financial security.
Our advisors analyze life, disability, long-term care, property, and liability insurance to identify gaps, manage risk effectively, and ensure your coverage aligns with your broader financial plan, long-term goals, and evolving life needs.
Foster Group’s charitable giving and estate planning services help individuals and families implement thoughtful strategies for meaningful legacy, effective wealth transfer, and philanthropic impact. As a fee-only, fiduciary advisory firm, we provide personalized guidance to align your estate plan with tax-aware giving, your family goals, and your long-term financial priorities. Our approach helps ensures your assets are protected and your philanthropic intentions are executed with clarity and purpose.
Foster Group’s SelectWealth Services are designed for ultra-high-net-worth individuals and families with complex financial lives. If you’re responsible for stewarding $10 million, $50 million, $100 million—or more—you may find it increasingly difficult to secure the level of sophistication, coordination, and insight required to advance your family’s vision, solve complex challenges, and sustain generational wealth.
Designed for families with complex lives, SelectWealth pairs you with a handpicked team of experienced advisors who deliver personalized guidance, consolidated reporting, legacy planning support, and multi-generational continuity strategies. As a fee-only, fiduciary firm, we focus on tailored solutions that align long-term goals with disciplined decision-making and holistic clarity.
Contact us – without obligation – whenever you have a financial question, idea, or need a second opinion. And discover how having your financial life Truly Cared For can help you feel more confident and in control. You can select your preference to start a conversation.
Prefer to call us? 515-226-9000
Prefer to call us? 515-226-9000
Prefer to call us? 515-226-9000
Prefer to call us? 515-226-9000
