Omaha, NE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Foster Group, INC.
Multi-team
Firm-wide stats for Foster Group, INC.
About
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.
Based on Foster Group, INC.
Location
14301 Fnb Parkway, Suite 207
Omaha NE 68154
Advisors at this office
3
Advisors at this office
Stacie N
CFP®, Series 63
Omaha, NE
Foster Group, INC.
Stacie Neussendorfer is a CFP® with 17 years of experience and has been with Foster Group, INC. in Omaha, NE since 2018. Her prior roles include positions at Foreside Fund Services, Westwood Management Corp., and Mariner Wealth Advisors. She serves as Chair of the Investment Committee for Morning Star Lutheran Church, overseeing an endowed fund that provides grants and scholarships. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation approach grounded in Modern Portfolio Theory and primarily employs low-cost mutual funds and ETFs in portfolios, supplemented by technology and third-party platforms.
Ross P
CFP®, Series 65
Omaha, NE
Foster Group, INC.
Ross Polking is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. He has worked at Foster Group, INC. since 2009. Foster Group serves individual and institutional clients such as high-net-worth individuals, trusts, and retirement plans. The firm follows a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, and offers distinct service tracks for individual clients alongside portfolio advisory and ERISA-related plan services for institutions.
Marissa R
Series 66
Omaha, NE
Foster Group, INC.
Marissa Roh is a financial advisor at Foster Group, Inc. in Omaha, NE, holding a Series 66 designation with one year of industry experience. Prior to her advisory role, she spent 12 years at Partners in Learning dba Sylvan Learning. Outside of her advising work, she serves as treasurer for a homeowners association and a family farm, managing financial statements and accounting duties. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, providing investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach primarily using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to support ongoing portfolio monitoring and family-focused wealth management.
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