We are an independent Registered Investment Advisor, managing over $1.5 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. Our broad employee ownership ensures that future generations will benefit from long-term, trusted relationships.
*Assets under management will vary based on market fluctuations.