A complete list of active advisors currently associated with Foster Group, INC.

Warmer can help you find a great advisor at Foster Group, INC. or one who fits your needs even better.

Foster Group serves a mix of individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, and offers investment management, financial planning, and qualified plan consulting. For individual clients it provides three distinct service tracks—CoreWealth (digitally led), SignatureWealth (CFP-led wealth management), and SelectWealth (highly customized family engagements)—as well as institutional portfolio advisory and ERISA-related plan services. The firm’s investment approach is grounded in a long-term, asset-allocation framework informed by Modern Portfolio Theory, with portfolios primarily implemented using low-cost mutual funds and ETFs rather than individual stocks. Foster Group supplements traditional portfolio management with technology and third‑party platforms—including use of DFA funds, Wealth.com for estate planning support, and Pontera to monitor and rebalance held-away retirement accounts—which it combines with ongoing monitoring and, when appropriate, allocation to independent managers. Several features distinguish Foster Group from many peers: it operates at scale (dozens of advisors and multi‑billion AUM) while maintaining tiered, advisor-led family planning for complex households (SelectWealth often assigns two lead advisors and addresses family governance). The firm’s use of DFA funds (which have distribution limitations), its licensed use of Wealth.com for estate planning (with a one‑time fee offset that the brochure notes can create a conflict), and its adoption of Pontera to provide discretionary service on held-away accounts are relatively uncommon operational arrangements among comparable multi-team advisors.

To learn more about the advisors currently working at Foster Group, INC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Foster Group, INC.'s office locations.