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Who We Serve

Foster Group serves the personal financial planning, retirement, and wealth management needs of people from all walks of life, as well as the often-sophisticated needs of businesses, organizations, and their leaders.

INDIVIDUALS
INSTITUTIONS

Who We Serve

Foster Group serves the personal financial planning, retirement, and wealth management needs of people from all walks of life, as well as the often-sophisticated needs of businesses, organizations, and their leaders.

INDIVIDUALS
INSTITUTIONS
Who We Serve | Individuals & Institutions | Foster Group
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It's never too early (or too late) to plan and invest for what may lie ahead.

Wherever you are on your financial journey, we listen to understand your needs and dreams. We work to deliver wise financial counsel. And we help you achieve a life of meaning and generosity – both for yourself and for those you care about.

Individuals
Let Foster Group help you plan, invest, protect, and make an impact on your future financial goals.
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Institutions
The Team at Foster Group serves the needs of retirement plans, endowments, foundations, and corporate reserve funds.
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Get Specialized Financial Planning & Investment Services for Individuals and Institutions.

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FAQs

Do you only serve clients in Iowa and Nebraska?

While our physical offices are located in West Des Moines, Iowa, and Omaha, Nebraska, we are able to serve clients throughout the United States. We currently serve individuals in 38 states*. We are able to hold meetings via phone or video conference.

*As of 1.1.22

Who is your typical client?

We serve physicians, business owners, and entrepreneurs, as well as other professionals, individuals, and families.

What should I expect during my first meeting with Foster Group?

For your first meeting, our team will go over a series of questions to help us get to know you on a deeper level. We’ll typically discuss your values, goals, key relationships, finances, other advisors, processes and interests. This helps us design a plan that puts your needs and desires first.

How often will we meet?

The frequency of our meetings depends on several factors, including the complexity of your financial plan, the services you want, and your personal preferences. Generally, the frequency of our meetings ranges from 1-6 meetings/year in the first year to 1-4 meetings/year thereafter.

What is your client retention rate?

Our client retention rate in 2021 was 97.5%.

Foster Group

Since 1989, the team at Foster Group has been committed to helping ensure that your financial life is Truly Cared For®.

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West Des Moines, IA

West Des Moines, IA Location

6601 Westown Parkway, Suite 100

West Des Moines, IA 50266

515-226-9000

Omaha, NE

Omaha, NE Location

14301 FNB Parkway, Suite 207

Omaha, NE 68154

402-733-1700

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