Foster & Motley

"I have been with Foster and Motley for about two years now, and l am extremely pleased. I have had my investments with two other firms in the past and there is no comparison. The service and strategic planning is excellent. They do a wonderful job of sticking with the financial goals that we have set up for my family. I work with Dave and Brad and they don't always tell me what I want to hear. They focus on sticking with the goals we set up to help my family reach our financial goals."

"I recently moved my assets from Morgan Stanley Smith Barney to Foster and Motley and was most impressed with how easy the move was, how friendly the staff is and how comfortable I feel. My Portfolio Manager is Zach Horn and I couldn’t be more pleased with the excellent diversification and choices of investments he and the firm have made. The fees are noticeably lower than many wealth managers charge and their long & short term performance flirts with the top performing managers. When management performance is equal and similar, one has to do their due diligence and plug management fees into the equation. Their .9% and less management fees, coupled with their past performance, is the right mix for my portfolio management."