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, Inc. advises individuals (including high‑net‑worth clients), corporate and institutional clients, and retirement plans, managing roughly $4.78 billion across about 1,956 client relationships with a team of 54 advisors. The firm offers continuous investment supervisory services, financial planning, and qualified plan consulting, and segments individual clients across three service tiers: CoreWealth, SignatureWealth, and SelectWealth. The firm’s investment approach is long‑term and asset‑allocation driven, emphasizing diversified exposure to mutual funds and ETFs and the use of independent managers and institutional fund strategies. Foster Group combines that strategic approach with a digitally‑led CoreWealth offering for less complex accounts and more bespoke SelectWealth engagements, and it leverages third‑party platforms such as Pontera for rebalance and held‑away account management and Wealth.com for estate‑planning tools. Distinctive operational details include the firm’s use of Dimensional Fund Advisors (DFA) funds, which are available only through approved advisers and can limit post‑termination purchases, and the availability of interval and alternative investments to a limited subset of clients. The brochure also discloses practical considerations for prospective clients—such as a one‑time Wealth.com estate‑planning fee, coordination with independent tax preparers, and custodial and referral arrangements with providers like Schwab, Pershing, and Savant for certain plan services—that may affect implementation and should be reviewed.

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.