$4.2B
Assets under management*
2,000+
Clients*
93
Team members in 2 locations
37
Years serving clients
Founded by Jerry Foster in 1989 as Retirement & Investment Advisors, Foster Group has always been committed to encouraging lives of meaning and generosity for our team, our clients, and our communities.
The Team at Foster Group strives to serve with humility. We always put your interests first. We act with integrity--our fiduciary investment advisors are passionate about truth and keeping our promises. We hold ourselves accountable for what we do and say.
Care is a value that begins, first, with listening. By listening, our financial advisors understand your needs and dreams, your fears and concerns, your opportunities, your family – you. Truly caring for clients defines not only who we are, but how we serve.
We unabashedly aspire for excellence, though we know it is a never-ending journey. Our pursuit of knowledge and wisdom is enhanced by the experience of Foster Group’s team of financial advisors and multi-disciplinary specialists.
At our core, we desire to make a difference. And we are best equipped to do so by serving difference makers who are bringing positive change to our communities and the world around us.
The generosity of our clients facilitates orphan care, medical services, clean water development, leadership training, farming education, and many other good works. As a team, Foster Group advises many clients on charitable matters. But just as importantly, we have watched and learned from them. And what we have learned continues to shape and define our own vision and culture.
As a result, clients often ask us to help establish a plan to achieve their definition of meaningful living and generous giving. And our entire Foster Group team is eager to help – to partner together to improve the world.
You can expect expert advice, presented clearly, and based on the proven experience of our Foster Group team of specialists and fiduciary investment advisors near you. Our clients can expect personalized, evidence-based guidance and best practice strategies that reflect your specific needs, goals, and opportunities.
While our vast knowledge of markets and financial tools is useful for our clients, it’s our ability to translate the complex into clarity that may benefit you the most. Knowledge is important. But knowing how to use it is what wisdom is all about.
Our wise financial counsel will help give you peace of mind – a feeling of freedom and confidence – that you’re doing the right things for yourself and those you love.
Fiduciary Advisors
We know it’s not easy to decide who to trust with your financial life. There’s a lot to consider—and if you’re like many investors, peace of mind matters most.
At Foster Group, you gain the support of a full team of experienced professionals working together to serve your best interests. Our approach is designed to provide continuity, depth of expertise, and thoughtful guidance across every aspect of your financial life—so you can feel confident, supported, and truly cared for.
Awards
Gallup recognized Foster Group as a 2026 Exceptional Workplace Award winner for the nineth consecutive year, placing them among just thirteen other companies globally to achieve this distinction.
Gallup’s research consistently shows that organizations that prioritize both people and performance are better positioned for long-term success.
Foster Group is one of just 78 employers worldwide to earn this recognition.
Foster Group was voted winner in the Business Record’s 2025 Best of Des Moinesin the “Best Wealth Management Company” category for the third consecutive year.
Readers of the Business Record vote via an online, open-ended survey for the businesses, people, and events they viewed as the “Best of Des Moines.”
Foster Group received first place in the Investment Company category in Omaha’s B2B Magazine 2022 Best of B2B Contest. Readers of B2B Magazine voted for Omaha-area businesses that they consider the best in the city for the services and products they provide in their respective fields.
CERTIFICATIONS & AFFILIATIONS
Foster Group has joined the Academy of Special Needs Planners. The Academy of Special Needs Planners consists of special needs planning professionals such as attorneys, financial planners and trust officers who provide the highest quality service and advice to persons with special needs and to their families.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree or license, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Foster Group is engaged, or continues to be engaged, to provide investment advisory services. Unless expressly indicated to the contrary, Foster Group did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement or testimonial of Foster Group by any of its clients.
CEFEX: The Centre for Fiduciary Excellence, LLC is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors and managers. CEFEX certifications help determine the trustworthiness of investment fiduciaries. Foster Group obtained its CEFEX certification in August 2007, and has renewed each year since. In order to achieve certification, Foster Group pays an annual assessment fee of approximately $5,000. These fees are a requirement for certification and cover the cost of the independent audit. The fees paid do not have any bearing on the outcome of the assessment. For more information on CEFEX, please visit the CEFEX website.
2026 Gallup Exceptional Workplace Award: Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of satisfaction or performance. This award should not be construed as an endorsement of the advisor by any client.
2025 Business Record’s Best of Des Moines: Foster Group has not paid fees related to receiving this ranking and Foster Group has paid no fees to the Business Record or Business Publications to promote this ranking. The Business Record selects Best of Des Moines category winners based on the results of their annual online open-ended poll. The data is analyzed, suspicious or erroneous votes are removed, and the results are tallied for all 70-plus categories. All Greater Des Moines businesses, people and organizations are eligible to win categories. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Foster Group is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Foster Group by any of its clients.
2022 B2B Omaha’s 2022 Best of B2B: Best of B2B results were tabulated from ballots sent in from the December 2021/January 2022 issue of B2B. Foster Group has not paid fees to B2B or B2B Omaha to receive or promote this rating. Third-party ratings from publications do not guarantee future investment success.
*All data as of 1/1/2026
The word “fiduciary” comes from the Latin “fiducia,” meaning “trust.” It refers to an individual or an entity with the power and obligation to act for a beneficiary under circumstances requiring total trust, good faith, and honesty. Characteristically, the fiduciary has greater knowledge and expertise about the matters being handled than does the beneficiary. A fiduciary is legally held to the highest standards of conduct and trust. Foster Group is an SEC regulated, fiduciary investment advisory firm.
Not all financial advisors are fiduciaries, which is why you should always ask. Foster Group fiduciary financial advisors are held to the highest ethical standards and act only in the best interests of our clients. We are client-driven, not commission-driven. In fact, we do not offer commission-based products.
Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For. Spanning our ownership over 3 generations of employees to help ensure relationship continuity is just the start. Being an SEC-regulated fiduciary and our belief in fee-only compensation structures with our clients also ensures that we put your best interests first.
We believe in clients having full-access to the collective abilities of all our team members, rather than being served by just a single advisor. And, perhaps most importantly, we are committed to going beyond the portfolio, to understand the hearts and purposes of our clients.
We display our values-driven approach not just in what we say, but in how we serve our clients, our communities, and our fellow team members. By advancing our advice with science and getting the right people in the right positions, we are in constant pursuit of a better client experience.
Community Involvement
If you would like to volunteer alongside Foster Group, we would love to have you! Contact us for more information.
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
