CNBC has recognized Foster & Motley as one of the nation’s 100 top-rated financial advisory firms of 2024! It is the sixth consecutive year the firm has earned a spot in the annual ranking. Foster & Motley is the only local company to make the list all six years and is the only local firm on this list in 2024. At 34 in the ranking, Foster & Motley is in the top 1% of the 40,896 RIA firms from the Securities and Exchange Commission regulatory database. Firm data provided was as of May 31, 2024. No fees were paid to be included. Rankings are not intended as a testimonial, endorsement, or guarantee of future results. Visit https://lnkd.in/eFFFJKfN to learn more!
Foster & Motley, Inc.
Financial Services
Cincinnati, Ohio 2,359 followers
Fostering Life's Wealth
About us
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.
- Website
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http://www.fosterandmotley.com
External link for Foster & Motley, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cincinnati, Ohio
- Type
- Privately Held
- Founded
- 1996
- Specialties
- 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, and Charitable Giving
Locations
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Primary
Get directions
7755 Montgomery Road
Suite 100
Cincinnati, Ohio 45236, US
Employees at Foster & Motley, Inc.
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Betsy L. Wolking
Director of Marketing & Communications | President, AMA Cincinnati
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David Nienaber, MBA, CPA, CFP®
Financial Planner & Shareholder at Foster & Motley, Inc.
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Luke Hail, CFP®
Financial Planner & Shareholder at Foster & Motley, Inc.
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Larry Bernhard, IACCP
Chief Compliance Officer and Office Manager at Foster & Motley Inc. - Wealth Management
Updates
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Are changing tax laws impacting your unique tax situation? In a recent podcast episode, Luke Hail, MBA, CFP®, breaks down how upcoming tax changes could impact individuals differently based on their unique financial situations. He also explores how complex deductions and exemptions may apply in varying ways, emphasizing the importance of understanding your specific tax circumstances for effective planning. Learn more by listening to the full podcast episode, "How Will You Be Impacted by Potential Upcoming Tax Changes? with Luke Hail, MBA, CFP®, and Megan Lyons, CFP®" by clicking here: https://bit.ly/4ircygk #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife
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How do you navigate the complexities of retirement plan rollovers? On the latest episode of the Foster & Motley podcast, Zach Binzer, CFP®, and Heidi Lenhart discuss the nuances of one of life’s biggest financial transactions: transferring retirement savings. Zach and Heidi explore options for consolidating accounts, the impact of taxes, and the importance of strategic planning when moving assets. Whether transitioning between employers or preparing for retirement, this discussion sheds light on avoiding missteps and streamlining the process. Catch the full conversation by clicking here: https://bit.ly/4iJdTza #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife
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We’re thrilled to celebrate Nate Green on achieving his CFP® designation! This milestone reflects Nate’s dedication to excellence and his commitment to providing exceptional service to our clients. With this hard-earned achievement, Nate is well-equipped to deliver even more distinguished financial planning services, helping clients navigate their unique financial journeys with confidence and care. Congratulations, Nate!
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This holiday season, you don't have to feel bad about your trip(s) to the vending machine! Over 106 Giving Machines have popped up in cities worldwide, encouraging people to give instead of get. These special machines allow people to select an item that they would like to donate and 100% of their donation will be given to a local or international charity that distributes the item to someone in need. This is a fun way to give back this holiday season, and is the perfect activity to do as a family or with children. You can choose between 30 items to donate through five local and two international charities including diapers, meals, books, blankets, and even live chickens! Foster & Motley is proud to be a corporate supporter of Cincinnati's Giving Machine and invites you to visit it at the Kenwood Towne Centre (lower level near Macy’s during Mall hours) now until January 2. #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife
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If you're a small business owner, you might wonder how tax changes can impact your business. Luke Hail, MBA, CFP®, explains the potential impact of sunsetting provisions on qualified business income deductions, a key benefit for small businesses and sole proprietors. Understanding these changes can impact future planning your specific tax situation. Learn more by listening to the full podcast episode, "How Will You Be Impacted by Potential Upcoming Tax Changes? with Luke Hail, MBA, CFP®, and Megan Lyons, CFP®" by clicking the link here: https://bit.ly/4ircygk #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife
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We are thrilled to celebrate Allison Koenig on her recently earning her CFP® credentials! At Foster & Motley, we encourage our team to continually expand their expertise by pursuing advanced credentials, designations, and industry knowledge. This dedication allows us to provide a high level of service to our clients, and we're so proud of Allison for upholding these values through her journey to becoming a CFP®. Congratulations, Allison, on this significant milestone! We’re excited to see the impact of your expertise in supporting our clients' success. #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife
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What exactly is the Fed Funds Rate, and how does it impact monetary policy? In this clip, Sarah Browne, MFE, CFA, and Thomas Guidi, CFA, break down the Fed’s primary tool for controlling economic activity, explaining how it affects short-term lending and its influence on the broader financial landscape. Listen to the full podcast episode by clicking here: https://bit.ly/4i75Ewm #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife
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Get into the Christmas spirit with How The Grinch Stole Christmas: The Musical at the Aronoff Center from December 10-15th! Join the Grinch and the Whos of Whoville for a festive experience the whole family will love. And while you’re there, don’t forget to check out our ad in the playbill! #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife
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What happens when the Tax Cuts and Jobs Act expires? On a recent episode of the podcast, Luke Hail, CFP®, MBA, and Megan Lyons, CFP®, explore what the "sunset" of TCJA could mean for your financial future. They delve into the tax code’s potential changes, covering everything from personal income tax adjustments to estate planning shifts and critical moves for business owners. Listen to their conversation here: https://bit.ly/4ircygk #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife
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