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About Foster & Motley

We are an independent Registered Investment Advisor, managing over $1 billion* in client assets.

David Foster, CPA, CFP®, and W. Mark Motley, MBA, CFA, founded Foster & Motley in 1997 offering their clients customized, fee-only financial planning and investment management. Today our Wealth Management service provides independent and objective advice that always puts our clients’ interest first. Our broad employee ownership ensures that future generations will benefit from long-term, trusted relationships.

*Assets under management will vary based on market fluctuations.

As you embrace your wealth mindset, you will find that living your most meaningful life is the highest measure of wealth.

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What Sets Us Apart

The Power of &

The power of Financial Planning & Investment Management combined to provide a comprehensive, cohesive Wealth Management service.

Our Team

At Foster & Motley, you will benefit from the advice, knowledge and recommendations from our highly experienced employees. We hold our professional staff to high standards, requiring continuing education and encouraging employees to pursue accreditations such as Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA).

Fee-Only Compensation

As fee-only advisors, you can take comfort knowing our advice is always unbiased. Our advice is 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 for financial and investment advice. Our recommendations are strictly based on what we believe is in your best interest, and not on products that may pay the most generous commission.

Fiduciary

Foster & Motley is a Registered Investment Advisor and, as such, is held to a fiduciary standard. A fiduciary, by law, is required to act solely in the best interest of a client and fully disclose any conflict, or potential conflict, to the client prior to and throughout a business engagement. We take our fiduciary responsibility seriously and will always put you first.

Ownership Structure

We are an independent, employee-owned wealth management firm. Our allegiance is always to you, our client, and not to a parent company, bank, or other investment firm. This promotes our employee retention ensuring our clients benefit from long-term, trusted relationships. This structure also gives us the flexibility to develop customized solutions for you without the limitations and bureaucracy that can go with big corporate ownership.

Culture

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

Innovation

We are dedicated to the continual refinement of our financial planning and investment management techniques and processes. While we have deeply rooted core disciplines in each of these areas, we constantly test and amend our processes to reflect changes and opportunities in the financial marketplace. Our financial planners and investment managers are always trying to identify new tools and techniques that will help you achieve your goals.

Continuing Education

Encouraging employees to pursue continuing education opportunities improves the quality of advice and service you receive. Every year, we make significant investments in the professional development of our employees. All of our professionals must possess (or be pursuing) a professional certification, and regularly attend conferences and workshops. Our ongoing investment in continuing education is one more way we demonstrate our commitment to helping you achieve their goals.

Our mission is to understand the life clients envision and objectively act to achieve it.

Our Purpose

We approach each client with conviction and compassion, navigating their hopes and desires— even ones they’ve never thought of before. Because of our entrepreneurial spirit, we’re constantly seeking new ways to fortify and strengthen our clients so they can live life with confidence.