“Wealthy is the person who...”
How you finish that statement will shape the way you live and determine the strategies you will implement to help you achieve your desired results. This basic premise is what Jerry Foster, Founder of Foster Group, used to help drive the vision and guiding principles that are now foundational to our client relationships. In 1989, Foster Group began with the mission of having each client experience true personal wealth through sound, disciplined financial strategies integrated with individual, family, and organizational goals.
Today, Foster Group is one of the premiere integrative wealth management providers in America. We have developed a proprietary planning system built around lifeWealth™ principles that helps our clients achieve their goals and gives them increasing clarity and confidence. Each client relationship is based on trust, communication, and the assurance of value.
Our firm has experienced dramatic growth throughout the years. We have transitioned from a single-owner entity to a seven-person partnership overseeing the efforts of over 24 employees servicing the needs of 800 clients and in excess of $800 million of investment assets. In 1994, Foster Group helped form an internationally recognized organization called Zero Alpha Group [ZAG], which is today comprised of nine domestic and international firms. ZAG manages over $8 billion USD in assets and has access to top academics from the University of Chicago, Dartmouth, and other respected institutions. This ensures our clients of ongoing sophisticated investment guidance.
As Foster Group looks to the future, we are committed to strategic growth as an organization, enthusiastic service to our clients, and lifelong friendships built within our family of employees, clients, and industry peers.