My F&M

Nicholas E. Roth, CFP®

Financial Planner
Shareholder

Nicholas E. Roth, CFP®

Financial Planner
Shareholder

“I believe wealth is the ability to pursue and achieve your goals today, without the concern of sacrificing future endeavors.”

Born and raised in Cincinnati, Nick developed a passion for the city and its people. He grew up on the west side, where he learned a strong work ethic from his father, who owned and operated a CPA firm. Nick grew up seeing what true client service means, and that experience led him to find the perfect fit at Foster & Motley, where client service is a priority.   

Nick graduated from the Lindner College of Business magna cum laude in December 2017 with a degree in Finance and minors in Spanish and Information Systems. He joined Foster & Motley the same month. After eight years of focusing on client work, he added “Shareholder” in 2026 bringing to fruition a lifelong dream of business ownership following in his dad and grandfather’s footsteps. He brings a relationship-focused, team-oriented approach to his work, partnering with clients and colleagues alike to create thoughtful strategies that support long-term financial success.

In addition to his career ambitions, Nick is deeply involved with his alma mater, Elder High School. After graduating, he coached the school's bowling team for 12 years and now serves on the Alumni Board, where he helps organize alumni events and keeps fellow alumni connected to the school. Nick also serves as Treasurer on the board of the Western Cincinnati Soccer Association, which organizes a youth soccer league on the west side to help young players learn and grow their love of the game.

After cultivating a love of travel through 3 study abroad experiences in college, Nick has now traveled to five of the seven continents and is always looking for his next adventure. He recently got his pilot license, so he could fly himself to visit friends and clients, and explore new places. In his free time, he enjoys volunteering, golf, and supporting FC Cincinnati. 

Quick Facts:
  • Earned CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, 2020
  • Obtained Series 65 accreditation, 2018
  • Graduate of the College of Financial Planning, 2019
  • Graduate of the University of Cincinnati magna cum laude in Finance, 2017 
  • Graduate of Elder High School
  • Treasurer, Western Cincinnati Soccer Association Board
  • Board Member, Elder High School Alumni Board
  • Graduate, Cincy Next, Cincinnati USA Regional Chamber, Class 7