Business Details
9 Years
experience
Your Trusted Financial Advisers in Lexington, KY
Founded in 2017 by Logan E. Foster, our firm operates as a family-owned registered investment advisory (RIA) firm serving clients in Central Kentucky. We specialize in investment management services and financial planning, adhering to a fiduciary standard that legally obligates us to prioritize client interests above all else. Our team brings decades of combined experience in financial markets, including expertise in dividend growth investing, bond management, and low-cost index fund strategies. We focus on capital preservation while delivering risk-adjusted returns through personalized portfolio management tailored to individual client goals. Our fee-only structure eliminates conflicts of interest by prohibiting commissions, annuities, or high-fee investment products.With three generations of financial professionals on staff, including Accredited Investment Fiduciaries and FINRA-registered representatives, we combine institutional knowledge with personalized service. Our investment approach emphasizes time-tested strategies over speculative trends, utilizing individual stocks, ETFs, mutual funds, and fixed-income securities. We maintain transparent pricing with management fees that decrease as our operational costs reduce. Located in Lexington, Kentucky, we serve clients nationwide while maintaining local market expertise. Our commitment to ethical conduct and client education has established us as trusted advisors in the communities we serve.
Services
Investment Management
Portfolio Advisory
Retirement Planning
Bond Management
Financial Planning
Details
- Year established: 2017
Highlights and features
- We operate under a fiduciary duty, legally required to prioritize client interests
- Family-owned firm with three generations of financial industry experience
- Transparent fee-only structure with no product commissions or hidden fees
- Specialized in low-cost investment strategies with proven long-term performance
- Experienced team holding FINRA registrations and investment fiduciary certifications
Services
Investment Management
Our investment management service creates customized portfolios using individual stocks, bonds, ETFs, and mutual funds. We focus on capital preservation while seeking risk-adjusted returns through strategic asset allocation. Clients benefit from continuous portfolio monitoring and quarterly performance reporting.
Retirement Planning
Specialized retirement account management covers Traditional, Roth, and SEP IRAs plus 401k rollovers. We develop tax-efficient withdrawal strategies and income-generating portfolios to ensure financial security throughout retirement years.
Fixed Income Services
Our fixed income solutions include individual bond selection, CD laddering, and municipal bond strategies. We emphasize principal protection while optimizing after-tax returns through KY tax-free bond options and diversified credit quality.
Financial Planning
Comprehensive financial planning addresses estate considerations, tax optimization, and intergenerational wealth transfer. We coordinate with legal and tax professionals to implement holistic strategies aligned with long-term client objectives.
Dividend Growth Investing
This strategy focuses on high-quality dividend-paying stocks with consistent growth histories. We construct portfolios generating increasing income streams while maintaining diversification across sectors and market capitalizations.
People
Logan E. Foster
Managing Member
Founder and lead advisor with FINRA CRD 2124097. Accredited Investment Fiduciary with 30+ years experience in financial markets. Graduated University of Kentucky in 1987. Oversees investment strategy and firm operations.
M. Louise Foster
Office Manager
Responsible for client relations and marketing. Holds FINRA CRD 6782986. Graduated Transylvania University (2016) and University of Kentucky (2024). Manages daily operations and client communications.
George L. Foster II
Investment Advisor
Investment Advisor Representative with FINRA CRD 7532961. University of Kentucky graduate (2021). Focuses on portfolio construction and client investment education.
Questions
What investment services do you offer?
We provide investment management for individual accounts, IRAs, 401k rollovers, trust accounts, and fixed-income portfolios using stocks, ETFs, mutual funds, and bonds.
Are you legally required to act in my best interest?
Yes, as a registered investment advisor, we operate under strict fiduciary standards requiring us to prioritize client interests in all recommendations.
How are your fees structured?
Our fees are percentage-based on assets under management with no hidden charges, commissions, or product sales incentives.
Do you work with out-of-state clients?
Yes, while based in Kentucky, we serve clients nationwide through virtual consultations and digital portfolio management tools.
What investment strategies do you use?
We focus on dividend growth investing, bond laddering, index fund diversification, and capital preservation strategies tailored to individual risk tolerances.
Do you offer retirement account management?
Yes, we specialize in managing Traditional, Roth, and SEP IRAs, as well as 401k rollovers with tax-efficient withdrawal strategies.
