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Thinking about changing financial advisors?
Is your financial advisor retiring? Are you unhappy with your current financial advisor?
Foster & Motley is here to help you make the best decision for your future.
Have You Asked Yourself These Questions?
Call Us at 513.561.6640
Foster & Motley is a local, boutique investment management and financial planning firm that is dedicated to helping our clients navigate all the financial situations that arise.
Choosing the right financial advisor is an important decision.
- Credentials. Your team should hold the highest designations in the field. Look for advisors who have earned their CFA®, CPA, and CFP® credentials. Having a dedicated credentialed advisor, or team of advisors, allows you to build a foundation of trust as you navigate the financial terrain of your life.
- Fee Structure. Independent, objective, client-first advice is critical. Look for fee-only firms that uphold the fiduciary standard.
- Approach. A custom approach can make a big difference for your future. Hire a team that creates a road map unique to your individual circumstances. You should also choose an advisor who can meet with you on your terms — when and how you prefer to connect.
- Preparedness. A strong wealth management partner will anticipate your financial needs and adapt the plan as needed.
Working with the right wealth management team allows you to live your best, most meaningful life now, and in the future. Whether you’re looking for the first time or you’ve had a team for years, there are many things to consider to make sure you have the best fit for your unique circumstances.
That’s why we’ve compiled a list of the factors to evaluate when choosing a wealth management partner.
Foster & Motley is here to help you navigate through the change and our goal is to help make the transition simple and smooth.
Foster & Motley is here to help you navigate through the change and our goal is to help make the transition simple and smooth.
Thinking about changing financial advisors?
Is your financial advisor retiring? Are you unhappy with your current financial advisor?
Foster & Motley is here to help you make the best decision for your future.
Foster & Motley is a local, boutique investment management and financial planning firm that is dedicated to helping our clients navigate all the financial situations that arise.
Call Us at 513.561.6640
We Are A CNBC Top 100 Financial Advisory Firm
No fees paid to be included. Rankings not intended as a testimonial, endorsement, or guarantee of future results. Click here for ranking criteria.
The 2022 ranking is based on a database of over 39,000 registered investment advisory firms. Foster & Motley was ranked 42nd out of 100.