Individuals & Families

Since 1989, Foster Group has focused on serving the investment, retirement, and financial planning needs of individuals and families across America.

Individuals & Families

Since 1989, Foster Group has focused on serving the investment, retirement, and financial planning needs of individuals and families across America.

Individuals & Families | Foster Group

Financial Planning and Investing Advice for Individuals and Families

Our experience gives us insight into the financial concerns, opportunities, and decisions you may be facing. And our expert team works to provide the thoughtful answers and research-based guidance you may be looking for – whether you’re a veteran investor or early on in your wealth-building journey.

Thousands of Individuals and Families Are Truly Cared For® by Foster Group.

Given our history, you may have a trusted friend, relative, or colleague who works with us.

Through more than 30 years of change and uncertainty, Foster Group clients and their families have appreciated our dedication to providing reliable, personalized investing advice and services. We work with you to help create your own unique plan. Then we grow and evolve with you. Our financial advisors provide time-tested, evidence-based guidance and support – no matter where you are on your career journey.  As your needs change, we rise to meet them.

As an experienced wealth management firm, our primary purpose is to help you identify and accomplish your goals – to bring your vision to reality, to maybe even expand upon what you think is possible. In so doing, we help you achieve peace of mind – a feeling of freedom and confidence that you’re doing the right things for yourself, your future, and the people you love.

Foster Group serving Individuals & Families

For many young individuals and families, there are so many moving pieces that it can be difficult to even think about the future, let alone plan for it. But that’s why a relationship with Foster Group’s personal financial planners and investment advisors can be so beneficial. Right now.

Our experienced team understands what it’s like to juggle the financial demands of family, career, and long-term security. Together, we’ll create a unique, personalized investing plan that can help you build a sound and productive future. We’ll deliver clear, competent wealth management advice that will help give you confidence that you’re doing the right thing for yourself and those you love. Think of us as an approachable, reassuring guide who can help transform uncertainty into a clear plan. We may challenge you to expand what you think is possible – but always in an encouraging manner.

You’ll appreciate that Foster Group’s fiduciary financial advisors are local and here when you need us. We never accept commissions and always have your best interests at heart. You can depend on our evidence-based guidance for paying back student loans, implementing investment and wealth management strategies, developing insurance and financial protection strategies, managing taxes, planning for college, planning for retirement (yes, even now!), and more.

Visit with us about jumpstarting your financial wellness. And together, we’ll build a lifelong partnership focused on both your financial and personal success.

Trust. Confidence. Openness. Understanding. There’s no denying the value of sharing a strong relationship with your investment advisor. Only in the context of a relationship can your evolving goals, expectations, preferences, and circumstances be served by an equally evolving and holistic plan. Only when you and your investment advisor are in complete sync.

The investment services team at Foster Group includes experienced specialists in a wide range of financial disciplines. And we work closely with you to help identify and serve the specific, individual needs and opportunities facing you and your family. Year after year.

Our deep understanding of you, your needs, and your goals helps empower us to proactively bring you fresh ideas and curate personalized financial planning options. Our wealth management and financial planners think of what you haven’t, to help ensure you’re creating a plan and portfolio that can produce the best life and legacy for yourself and the people you care about. We challenge and encourage you throughout your financial journey. We help take away the burden of figuring it all out yourself, so you can get your time back. Relax a little. And enjoy the journey.

In addition to personal investment services, we can provide experienced guidance on other important financial matters – including preserving and protecting your wealth, mitigating adverse tax consequences, creating sustainable lifetime cash flows, developing wealth transfer plans for your family and heirs, and accomplishing charitable and personal mission-based priorities,

We think you’ll appreciate our unique, experienced, evidence-based approach to financial guidance – with no hidden fees or additional costs. As fiduciary financial advisors, we’re always working with your best interests at heart. We’ll grow and evolve with you. And together, we’ll help you achieve your personal definition of financial well-being.

Do you find yourself thinking about retirement, these days? Do you wonder if you’re financially and emotionally ready? Can you picture what’s next? Do you have a satisfying plan for the years that lie ahead?

Foster Group financial advisors have helped hundreds of individuals and families answer questions just like these. Truth is, no two retirements are exactly alike. It’s about you and your loved ones. It’s about your dreams and your resources. It’s about what you’re retiring to. (Not just what you’re retiring from.)

Working closely with you and your family, the expert Foster Group investment advisory team will gain a clear understanding of your unique goals, challenges, and opportunities. Because of our experience, we’re likely to think of some things you haven’t. And together, we’ll develop a plan and portfolio that can help produce the best life and legacy for yourself and those you care about. We bring new wealth management options to the table, as well as personalized, evidence-based planning and investment ideas. All with your best interests in mind.

Translating savings and investments into income can be an overly simplified way of looking at retirement. At its best, retirement is about resetting your lifestyle, accomplishing lifelong goals, and creating a legacy for your family. It’s an opportunity to advance the causes you believe in, while enjoying the results of your planning, work, and resolve.

Foster Group wealth management advisors are often called upon to help consult with trust and estate planning, as well as coordinate the work of attorneys, accountants, trust officers, and other trusted advisors. We can also organize family meetings and conduct educational sessions to help secure the future for you, your heirs, and your beneficiaries.

If you would like help translating retirement uncertainty and possibility into a clear plan, consider the advantages of working with Foster Group’s expert financial planning and investment advisory team. Together, we’ll focus on helping you realize an exciting and satisfying future!

Get Started with Foster Group's Specialized Financial Planning & Investment Services for Individuals and Families.

Contact Foster Group and discover how having your financial life Truly Cared For® can help you feel more confident and in control.


Talk with a trusted advisor today.