Our Services

At Foster Group, we deliver wise financial counsel to individuals and institutions.

Foster Group Services

At Foster Group, we deliver wise financial counsel to individuals and institutions.

Our Services at Foster Group

Services for Individuals

Financial Planning | Foster Group

Financial Planning

We support and encourage you in your financial journey, helping to bring clarity, confidence, and your personal vision to reality.

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Investment Management

We help you align your portfolio with your personal goals for retirement, wealth accumulation, and financial security.

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Insurance Analysis & Consulting

While we do not sell insurance products, we can provide expert analysis to help ensure that you, your loved ones, your property, and lifestyle are protected.

Charitable Giving & Estate Planning with Foster Group

Charitable Giving & Estate Planning

We can provide highly personalized planning and advice to help you more effectively achieve your charitable giving and wealth transfer objectives.

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SelectWealthTM Services

We match a unique, handpicked, multidisciplinary team of financial and investment experts to each ultra-high net worth client and their family.

Services for Institutions

Company Retirement Plans at Foster Group

Company Retirement Plans

We provide comprehensive 401(k) services and expertise to help maximize employee benefits, while satisfying plan sponsors’ needs for proactive fiduciary governance.

Endowments & Foundations at Foster Group

Endowments & Foundations

Through our long experience in serving nonprofit organizations and causes, we can provide trusted financial guidance to help achieve long-term, sustainable outcomes and legacies.


Talk to a trusted advisor today about our services.