At Foster & Motley, we deliver the Power of & – combining Financial Planning & Investment Management to provide a comprehensive Wealth Management experience for our clients.

As fee-only advisors, our advice is always unbiased and free from the conflict of interest inherent when recommendations are made on products that the advisor is being paid to sell. We only receive compensation from fees paid by clients, and our recommendations are strictly based on what we believe is in your best interest.

Here's what else sets Foster & Motley apart from other advisors:

OUR TEAM: We hold our staff of more than 30 professionals to high standards, requiring continuing education & encouraging employees to pursue accreditations such as Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA®).

FIDUCIARY: Foster & Motley is a Registered Investment Advisor and is held to a fiduciary standard. A fiduciary is required to act solely in the best interest of a client and fully disclose any conflict prior to and throughout an engagement. We take our fiduciary responsibility seriously & will always put you first.

OWNERSHIP STRUCTURE: We are independent & employee-owned. Our allegiance is always to clients, and not to a parent company, bank, or other investment firm. This structure gives us the flexibility to develop customized solutions for you without the limitations & bureaucracy that can go with big corporate ownership.

CULTURE: Providing consistent, personalized, quality advice to clients will always be our number one priority. We hire talented, experienced professionals so you can benefit from their knowledge and expertise. We have grown one referral at a time, and new business growth will never impact our service to existing clients.

INNOVATION: While we have deeply rooted core disciplines, our financial planners & investment managers are always trying to identify new tools and techniques that will help you achieve your goals.

Investment Management

Foster & Motley, Inc.

Zach Horn

Joe Patterson

Rachel Rasmussen

Bradley M. Soper

Ryan Pollock

Larry Bernhard

James C.

Lindsey Keith

Thomas J. Guidi

Sarah K. Conwell

Elizabeth M. Green

Betsy L. Wolking

Lawrence J. Bernhard

The Tax Team at Foster & Motley, Inc. is dedicated to providing specialized tax planning and compliance services that integrate seamlessly with our comprehensive wealth management approach. Comprised of the Tax Director, Tax Administrative Specialist, and Tax Manager, the team offers expert advice on tax strategies, ensures accurate and timely filing of tax returns, and identifies opportunities for tax savings, all while maintaining strict adherence to fiduciary standards and prioritizing clients’ best interests.

Tax Team

Finance and Investment Management

Client Services Team

Operations Team

Tax Team

About

Team members

Other teams at Foster & Motley, Inc.

Finance and Investment Management

Client Services Team

Operations Team