Guiding Principles

We’re serious about the ideas that make up our guiding principles – our mission, our vision, and our values.

Our Guiding Principles

We’re serious about the ideas that make up our guiding principles – our mission, our vision, and our values.

Foster Group Guiding Principles | Mission, Vision, and Values

Our Values

Ever since our founding in 1989, Foster Group’s financial advisors have made choices based on what’s right for our clients – because in both the short and long term, what’s right for you is right, period. This is deeply ingrained in our day-to-day activities.

The Team at Foster Group serves with humility. We strive to 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.
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.
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.

Our Mission

We deliver wise financial counsel.

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.

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.

Our Vision

We encourage lives of meaning and generosity for our team, our clients, and our communities.