Foster & Motley Inc.

Financial Services - Deer Park, OH, US

Foster & Motley Inc. Employees
Mark Motley

Investment Manager & Shareholder

Contact Mark Motley

Zach Binzer

Financial Planner & Shareholder

Contact Zach Binzer

Larry Bernhard

Chief Compliance Officer and Office Manager

Contact Larry Bernhard

Zach Horn

Managing Partner/President, Investment Manager & Shareholder

Contact Zach Horn

View All Foster & Motley Inc. Employees Contact All Foster & Motley Inc. Employees
Foster & Motley Inc. Details

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. logo, Foster & Motley Inc. contact details
Employees: 50 - 99
HQ: 513-561-6640
Location: Deer Park, OH, US
Revenue: 20 - 50 Million
Comprehensive financial planning Net Worth Analysis & Cash Flow Tax Retirement Investment & Estate Planning Customized portfolio management Dividend Focused Equity Strategy Bond Research Alternative Investments Private Real Estate Tax Efficient Investing Net Worth Analysis & Cash Flow Investment & Estate Planning Wealth Management Comprehensive Financial Planning Investment Management Net Worth and Cash Flow Analyses Tax Planning Estate Planning College Planning Retirement Analysis Insurance Analysis Stock Option Planning Private Investment Opportunities Family Involvement Charitable Giving Financial Services Financial Advisory Services
Foster & Motley Inc. Technologies
Email Providers

Outlook

Customer Relationship Management

Salesforce

Social Login

Facebook Login (Connect)

Other

Microsoft Office 365

Hosting

Amazon AWS

View All Technologies Used At Foster & Motley Inc.

Contacting Foster & Motley Inc.: Connect with Executives and Employees

Get in Touch with Foster & Motley Inc. Executives and Employees

Connecting with Foster & Motley Inc.'s Executives and Workforce

Accessing Contact Information for Foster & Motley Inc. Executives

Connecting with Foster & Motley Inc.: Reach Out to Their Team

Discover How to Contact Foster & Motley Inc. Executives and Staff

Looking to connect with Foster & Motley Inc. executives or employees?

Seeking to Get in Touch with Foster & Motley Inc. Executives or Staff?

Want to Reach Out to Foster & Motley Inc. Executives or Team Members?

In Search of Contact Details for Foster & Motley Inc. Professionals?

Connecting with Foster & Motley Inc.: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z