Foster & Motley, Inc.
Firm overview
Foster & Motley is a fee-only wealth management firm. They have proudly embraced their fiduciary duty of putting clients’ interest first since their founding more than 20 years ago. They provide comprehensive wealth management which seamlessly integrates financial planning & investment management services to help their clients meet their goals. Their broad employee ownership and thoughtful succession planning ensures that future generations will benefit from long-term, trusted relationships.
Products and/or services
Foster & Motley, Inc. wealth management service combines comprehensive financial planning & investment management. They emphasize “&” because you work with two experts, one financial planning and one investment management specialist. All of their professionals have earned designations in their respective fields, including: Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and Chartered Financial Analyst (CFA).
Financial Planning integrates all components of your financial life to make one clear picture. It’s not simply investments, insurance, estate planning, or taxes. It’s about understanding how these areas work together and evolve to help you achieve your dreams.
Their Investment Strategy works within your financial plan so that you can stay on track to meet your goals. They offer customized portfolios, unique to each client. They seek to provide superior performance through a disciplined, consistent investment philosophy that puts you and your goals first.
Special offer for Goering Center Core Members
There are many kinds of financial advisors. Their hallmark is a highly-personalized approach focusing on the unique goals and needs of each client. They offer a complementary consultation to learn about your financial goals and to discuss how they can help you meet them.
Contact information
Primary contact: Dave Nienaber
davidn@fosterandmotley.com
(513) 561-6640
7755 Montgomery Road, Suite 100
Cincinnati, OH 45236
www.fosterandmotley.com
Year Founded: 1997