Foster Group was founded to serve the specific needs of the medical community, so we help facilitate life and disability insurance analysis, tax plans with your CPA, asset protection with your attorney, and much more.

Today, we continue to be deeply engaged in the medical industry. Nearly 40 percent of our clients are medical professionals, and we are proud sponsors of the Iowa Medical Society, the Nebraska Medical Association, and Polk County Medical Society, among others.

Our approach to meeting your individual financial goals has served us well since 1989—and it’s been noticed, all around the industry:

  • 2016 – Named one of the Best Financial Advisors in Iowa and Omaha by AdvisoryHQ News
  • 2015 – Named one of CNBC’s Top 100 Fee-Only Wealth Management Firms
  • 2015 – Named a Top 150 RIA Firm by Financial Planning magazine
  • 2012 – Charles Schwab & Co. IMPACT Award® Best-in-Business recipient
  • 2007 to present – Certified by the Centre for Fiduciary Excellence (CEFEX)

Foster Group is well-positioned to help most segments of the medical profession, including:

  • Early career physicians
  • Physicians employed by hospitals and clinics
  • Private-practice owners
  • Retirees

At Foster Group, we can’t say enough about our highly-trained professionals. To learn more about some of these experts, visit the Our People page.

Disclosure:
Foster Group and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Foster Group. The Best-in-Business IMPACT Award™ 2012, part of Schwab’s IMPACT Awards® program, is not an endorsement, testimonial endorsement, recommendation or referral to Foster Group with respect to its investment advisory and other services. PLEASE NOTE LIMITATIONS: Please see Important Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/disclosures.