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Foster & Motley Wealth Management

Foster & Motley Wealth Management, a Cincinnati based firm, provides a comprehensive service that includes Financial Planning and Investment Management.  Our team of credentialed and experienced professionals will integrate all the components of your financial plan, design a customized portfolio, and help you reach your financial goals.  

Getting To Know You

To begin the wealth management process, we will take an in-depth look at your current financial situation, as well as help you define your short and long-term goals.  From there, we will begin to build the foundation of your financial plan.

Financial Planning

Categories thoroughly covered in the Financial Planning aspect of your F&M Wealth Management experience include:

  • Retirement analaysis
  • Tax planning
  • Cash flow analysis
  • Estate planning
  • Insurance analysis
  • Net worth analysis
  • College Planning
  • Outside Assets
  • Charitable giving
  • Stock option planning

Investment Management

In conjunction with our Financial Planning analysis, we will construct a customized investment portfolio designed to meet your needs.  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.  Most of the positions in your portfolio will be individual securities, such as stocks and bonds, but your overall portfolio will consist of three main asset classes:

  • Cash and Global Bonds
  • Global Stocks
  • Diversifying Strategies

A Comprehensive Strategy For You

We will bring together financial planning and investment management to execute your customized wealth management plan.  This will include determining the rate of return needed to achieve your financial and life goals, planned portfolio distributions, life expectancy, risk tolerance, and legacy goals.  From there, we will recommend an asset allocation and draft an investment policy statement that will act as a roadmap for managing your investments. It will serve as a living, breathing document that will be updated as your circumstances change.

Putting You First

We are committed to putting your mind at ease by always focusing on your best interests and building a relationship with you based on trust.  As a Registered Investment Advisor, we are held to a fiduciary standard. As fiduciaries, we have a duty of care, loyalty, honesty, and obligation to act in good faith.  In addition, because our Wealth Management service is fee-only, you can take comfort in knowing our advice is unbiased as we are only compensated for the service we provide, not by selling products.   

 

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