At Foster Group, our fee-only advisory service takes a fiduciary, holistic approach to financial planning. We work closely with affluent individuals, retirement plans, and nonprofits to reach their financial goals.
Our approach to client relationships includes:
Clarity: We use transparency, education, and experience to help our clients understand how and why we make decisions.
Confidence: We apply an academic, evidence-based approach to investment management and financial planning.
Insight: By fully incorporating all aspects of their financial lives, we get a clearer picture of the client and their long-term goals.