Foster & Motley, Inc.
Company

Foster & Motley, Inc.

Financial Services 7755 Montgomery Road 56 employees
Employees
56
Contacts
2
Emails
2
Phones
1

Foster & Motley, Inc. Overview

Headquarters
7755 Montgomery Road
Industry
Financial Services
Employees
56
Founded
1996
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Foster & Motley, Inc.

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.

Foster & Motley, Inc. Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Foster & Motley, Inc. Org Chart

Sample employees and titles
Name Title Contact
David Nienaber, Mba, Cpa, Cfp® Financial Planner & Shareholder
Email
Larry Bernhard, Iaccp Chief Compliance Officer and Office
Email Phone
Betsy L. Wolking Director of Marketing & Communications
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Employees by Management Level

Executive 1 profile
Director 1 profile
Individual contributor 1 profile

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