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- Foster Group
Foster Group
Foster Group helps people plan and invest to accomplish their goals in every climate. We encourage lives of meaning and generosity.
We are focused on three things as it relates to our relationships with clients and employees:
1. Our Clients Are Truly Cared For
>> Business Model – Fiduciary/Independent/Fee‐Only
>> Full Team Access – our clients have access to the collective talent of all team members
>> Beyond the Portfolio – we want to understand our clients’ hearts and purpose
2. We are values‐driven
>>In every engagement with our clients and our communities
>>From interview, to hiring, to career progress, to rewards
>>In how we relate to and support our fellow team members
3. We are in constant pursuit of a better client experience
>>Advance with Science
>>Hire the best people and get them in their best seat
We are focused on three things as it relates to our relationships with clients and employees:
1. Our Clients Are Truly Cared For
>> Business Model – Fiduciary/Independent/Fee‐Only
>> Full Team Access – our clients have access to the collective talent of all team members
>> Beyond the Portfolio – we want to understand our clients’ hearts and purpose
2. We are values‐driven
>>In every engagement with our clients and our communities
>>From interview, to hiring, to career progress, to rewards
>>In how we relate to and support our fellow team members
3. We are in constant pursuit of a better client experience
>>Advance with Science
>>Hire the best people and get them in their best seat
Vision
We will influence thousands of individuals, families, and organizations with wise financial counsel, while encouraging the pursuit of meaningful living and generous giving.
Mission
We are catalysts for positive life change, providing financial solutions that reduce complexity and establish a high probability of success.
Additional Culture Details
At Foster Group, we believe that we have been called to serve our clients. Our commitment is to enable their flourishing.
Of course, passion without a plan can turn into a well-meaning failure. That’s why we’re serious about the ideas that make up our guiding principles: our mission, our vision, our values, and our culture.
Collectively, these have become the compass that has helped us set a solid course. Over the last five years, our 97+ percent average annual client retention rate tells us that these principles appeal to you as well.
Ever since our founding in 1989, Foster Group’s financial advisors have made choices based on what’s right for our clients—because in both the short and long term, what’s right for you is right, period. This is deeply ingrained in our day-to-day activities.
Of course, passion without a plan can turn into a well-meaning failure. That’s why we’re serious about the ideas that make up our guiding principles: our mission, our vision, our values, and our culture.
Collectively, these have become the compass that has helped us set a solid course. Over the last five years, our 97+ percent average annual client retention rate tells us that these principles appeal to you as well.
Ever since our founding in 1989, Foster Group’s financial advisors have made choices based on what’s right for our clients—because in both the short and long term, what’s right for you is right, period. This is deeply ingrained in our day-to-day activities.
Values
- Integrity
- We do the right thing, no matter what the cost. We always keep our promises. We always tell each other the truth.
Recent Awards
Company Snapshots
