Foster & Motley was recently ranked in the Top Ten Financial Advisors in Ohio. Top advisors generally hold credentials such as:
- Certified Financial Planner® (CFP)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst® (CFA)
Each of our Financial Advisors and Investment Managers hold one or more of these credentials and will use their expertise to help you define your goals. Your team of advisors will work with you to keep you on course financially throughout every step of your Wealth Management journey.
Managing Your Wealth
Our Wealth Management approach takes into account all aspects of your financial life. When planning a specific strategy for you, we will focus on both Financial Planning and Investment Management. As a fee-only Registered Investment Advisor we provide independent and objective advice that makes the most sense for you.
The Financial Planning process begins with learning about all parts of your financial life. You and your financial planner will work closely to understand your goals and work hard to help you meet them. Your financial strategy will adapt with your life and the ever-changing financial world.
The other aspect of Wealth Management, Investment Management, focuses on providing you with a customized investment plan. Your portfolio will be established using a broadly diversified approach, seeking both capital appreciation and income, while focusing on investments that offer the potential for better risk-adjusted returns.
Understanding Your Situation
Part of our job as your financial advisors is to listen and learn about your goals. Our team will make sure that you are involved in every step of the process so that there are no surprises.
Once we have a good understanding of your current financial situation, our advisors will work with you to create a plan that will help maximize your wealth and meet your goals using both financial planning and investment management.
Our Team of Financial Planners and Investment Advisors
The professional and experienced advisors at Foster & Motley will use their wealth of knowledge to give you credible and reliable advice and help you stay on track to achieve your dreams. Employees are encouraged to pursue continuing education opportunities to improve the quality of advice and service you receive.
All our advisors possess 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 your goals.
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