Foster & Motley, Inc.

CNBC has recognized Foster & Motley as one of the nation’s 100 top-rated financial advisory firms of 2024! It is the sixth consecutive year the firm has earned a spot in the annual ranking. Foster & Motley is the only local company to make the list all six years and is the only local firm on this list in 2024. At 34 in the ranking, Foster & Motley is in the top 1% of the 40,896 RIA firms from the Securities and Exchange Commission regulatory database. Firm data provided was as of May 31, 2024. No fees were paid to be included. Rankings are not intended as a testimonial, endorsement, or guarantee of future results. Visit https://lnkd.in/eFFFJKfN to learn more!

When considering the purchase of an investment property, an updated kitchen, location, and square footage might be your initial focus. However, there are more than just cosmetic features to take into consideration when it comes to your investment strategy and overall financial plan. While real estate can serve as a beneficial diversification strategy, purchasing a property as an investment entails a lot of moving parts. For instance, you will want to assess and plan for market fluctuations, interest rate changes, tenant turnover, and unexpected maintenance costs that may arise. Talking with your financial planner and investment manager before making financial decisions, such as buying an investment property, can help you stay on track for your overall financial plan and give you an objective, third-party opinion that is in your best interest. They can help you make strategic financial decisions that align with your investment goals while also considering your risk tolerance and potential ROI. At Foster & Motley, our team of trusted advisors is here to support you and help you foster life's wealth. If you’re interested in becoming a Foster & Motley client, schedule a no-obligation discovery call by clicking here: https://bit.ly/3MugAWi #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

Impact 100 Board Member Rachel Rasmussen, members Sarah Browne and Megan Lyons, and F&M colleagues enjoyed a night celebrating the nonprofit community and its life-changing work. Impact 100 focuses on community change through collectively funding transformational grants. Recently, Impact 100 granted $430,000 to 7 magnificent organizations. This year’s winning nonprofits address the community’s needs regarding food waste and insecurity, children experiencing homelessness, keeping families together, and increasing financial literacy. With over $7 million worth of grants over the course of its history, Impact 100 seeks to “Be the Spark” one gift at a time. Foster & Motley is pleased to support Impact 100 as a sponsor. Keep up the good work, Impact 100!

You’ve worked hard to secure your family's future and now, you dream of creating a financial legacy that will provide lasting security for your loved ones. But determining the right safeguards and directives can be challenging. As a client of Foster & Motley, our team of seasoned financial planners work with you, your lawyer, and other key parties to craft an estate plan that faithfully reflects your desires. To make this process as seamless as possible, we ensure your accounts are properly titled and manage important details like retirement account beneficiary designations. We serve as a trusted resource for crucial financial decisions, with a clear understanding of your unique financial goals and desires. Our team also helps in preparing the next generation to responsibly manage the wealth you've built. Strategic wealth management can pave the way for a legacy that lasts for generations. Your team of trusted advisors at Foster & Motley is here to help you live your most meaningful life and create a financial legacy to match. #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

Is financial independence part of your wealth-building strategy? If so, you're not just working on securing your financial future, but opening yourself up to the possibility of gaining the confidence that comes along with it. Achieving financial independence requires more than just accumulating wealth—it involves strategic, personalized planning that aligns with your unique goals and circumstances. At Foster & Motley, we help guide our clients toward financial independence by offering personalized financial planning and investment management. We’ll take you through step by step, helping you make decisions tailored to your specific needs. This approach allows you to create a clear roadmap toward your goals, providing the structure and guidance needed to continue on the path to living your most meaningful life. As you work toward financial independence with a well-crafted, personalized plan, you gain the confidence of knowing you have the support of credentialed, experienced advisors along the way. #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

Financial planning and investment management are two complementary services that make up a successful wealth management strategy - each is essential but serves a different purpose. Consider planning for retirement as an example. Your financial planner will work with you to determine how much money you'll need to retire comfortably, considering factors like your desired lifestyle, potential healthcare costs, and a realistic timeline for retiring. They’ll create a roadmap that outlines how to reach your goals, which might include saving a certain amount each year, cutting back in a designated area(s), and considering tax implications. With an understanding of your plan, the investment manager steps in to ensure that your savings are working effectively towards these goals. They’ll design and manage an investment portfolio that balances growth and risk according to your timeline and financial needs. As markets fluctuate and your life circumstances change, the investment manager can adjust the portfolio to stay on track with the financial plan. In this way, the financial planner sets the destination and the investment manager charts the course, ensuring that both short-term decisions and long-term strategies are aligned. Together, they provide a comprehensive, cohesive approach to wealth management. If you’re interested in learning more about our dual approach to wealth management, schedule a discovery call today: https://bit.ly/3zxu8Yg #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

“True wealth is having the means to live, give and receive abundantly.” –Megan E. Lyons, CFP® Just like our clients, the team at Foster & Motley each has their own definition of life’s truest wealth. When you work with a financial management firm like ours, you’ll be paired with a financial planner and investment manager who understands your definition of true wealth and your financial goals. More importantly, they will work closely with you to make unbiased decisions in your best interest, helping you reach your goals and live your most meaningful life. If you’re looking for a wealth management team to help you live your most meaningful life, click here: https://bit.ly/3zxu8Yg #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

When it comes to planning for retirement, not every journey looks the same. Instead of one predetermined path to end up in your golden years, there are many different shapes and definitions "retirement" can take. While a straightforward path to your ideal retirement might seem appealing, the true advantage lies in the flexibility to tailor your journey according to your preferences. Whether you envision splitting your retirement years between two homes or traveling extensively, your retirement plan should be tailored to your desires and goals. That's why it's essential to have a financial planner and investment manager who understand your specific goals and are committed to helping you achieve them. Begin your unique adventure toward retirement and start fostering life's wealth by clicking here: https://bit.ly/3zxu8Yg #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

September is filled with exciting milestones for so many on the Foster & Motley team! Please join us in recognizing the following anniversaries and our team's continued dedication to clients and colleagues. Rachel Rasmussen, CFA, CDFA®, is marking 10 years on the team! As an Investment Manager and Shareholder, Rachel’s tenacity and commitment to her clients, combined with her active engagement in the Cincinnati community and mentorship of young professionals, have made her an asset to our firm. Thank you, Rachel, for your dedication! We’re also celebrating Katina Peters, FPQP®, who has been with us for 7 years. Katina’s bright, positive personality and her role as a Client Service Specialist are integral to the client experience. We are deeply grateful for all you do, Katina! Ryan Pollock, CPA, has been part of our team for 4 years, serving as the Director of Tax. Ryan’s attention to detail and commitment to excellence in client service perpetuates our high client service standards. We appreciate all that you do and your expertise, Ryan! Ellen Wisner is celebrating 2 years as part of our Client Service Team. Ellen’s dedication to serving others and her ability to foster collaborative relationships, both with clients and colleagues, make her a valued member of our team. Thank you, Ellen, for your continued commitment to helping clients live their most meaningful lives! We’re thrilled to celebrate Louise McLead, CPA, on her first anniversary with Foster & Motley as a Tax Manager. In just one year, Louise’s strong work ethic and client-first attitude have made a positive impact at Foster & Motley. Thank you, Louise! Last but not least, congratulations to Kevin Schmitt, CFA, CPA, on his first year with us as an Associate Investment Manager. Kevin’s passion for helping clients achieve their wealth goals and his ability to build strong relationships have made him an excellent fit for our team. Cheers, Kevin! #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

Your financial journey is unique to you, so a one-size-fits-all approach is not going to cut it. At Foster & Motley, each client is paired with a financial planner and an investment manager who is dedicated to helping you achieve your specific financial goals. They work closely with you to develop a custom financial plan and implement an investment strategy that aligns with your financial situation, needs, and aspirations. Working with an experienced investment manager allows for the creation of a custom portfolio. By building this diversified, custom portfolio tailored to your needs for income and growth, as well as your risk tolerance, we're able to consider investments that are optimized for your personal objectives. Additionally, we will review your portfolio for tax efficiencies, helping you maximize your returns while minimizing tax liabilities. Your hard work has given you the chance to save, and now it's time to make your dollars work just as hard for you through a comprehensive approach to wealth management. Click here to learn more: https://bit.ly/3zxu8Yg #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife