Foster & Motley

As you dare to dream, encircle yourself with a seasoned team of experts, who have blazed their own trails in life and in the financial marketplace. Foster & Motley is proud of the professional, experienced financial planners and investment managers who provide credible and reliable advice to our clients every day.

Staying on course financially requires a disciplined, integrated approach. Foster & Motley serves as your personal wealth manager, seamlessly bringing together financial planning and discretionary investment management services to help keep you on track to meet your goals. It's time to lay the groundwork for your wealth journey.

Monitor your asset allocation, account positions, and investment performance, in a safe environment that keeps your data secure. Tap the resources of our third-party custodian to access monthly statements, view intra-day pricing, and deposit checks with Schwab Mobile Deposit. Secure storage of your Foster & Motley documents as well as those provided by you, such as tax returns, estate planning documents, etc.

We are an independent Registered Investment Advisor, managing over $2 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.

You've worked hard to plan and save for the future. We are here to help you get to the next level and ensure that you and your family are financially prepared for whatever the future may hold. Where do you want to go? What are your goals now and in retirement? The first step to securing a strong financial future is to clearly define your goals.