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.