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Foster & Motley, Inc. jobs and careers

Cincinnati, United States

About Foster & Motley, Inc.

At Foster & Motley, we deliver the Power of & – combining Financial Planning & Investment Management to provide a comprehensive Wealth Management experience for our clients. As fee-only advisors, our advice is always unbiased and free from the conflict of interest inherent when recommendations are made on products that the advisor is being paid to sell. We only receive compensation from fees paid by clients, and our recommendations are strictly based on what we believe is in your best interest. Here's what else sets Foster & Motley apart from other advisors: OUR TEAM: We hold our staff of more than 30 professionals to high standards, requiring continuing education & encouraging employees to pursue accreditations such as Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA®). FIDUCIARY: Foster & Motley is a Registered Investment Advisor and is held to a fiduciary standard. A fiduciary is required to act solely in the best interest of a client and fully disclose any conflict prior to and throughout an engagement. We take our fiduciary responsibility seriously & will always put you first. OWNERSHIP STRUCTURE: We are independent & employee-owned. Our allegiance is always to clients, and not to a parent company, bank, or other investment firm. This structure gives us the flexibility to develop customized solutions for you without the limitations & bureaucracy that can go with big corporate ownership. CULTURE: Providing consistent, personalized, quality advice to clients will always be our number one priority. We hire talented, experienced professionals so you can benefit from their knowledge and expertise. We have grown one referral at a time, and new business growth will never impact our service to existing clients. INNOVATION: While we have deeply rooted core disciplines, our financial planners & investment managers are always trying to identify new tools and techniques that will help you achieve your goals.

Founded
1996
Employees
11 to 50
Headquarters
Cincinnati

Leadership

The top of Foster & Motley, Inc.'s org chart, with how many people report into each leader.

ZHPhoto of Zach Horn

Zach Horn

Managing Partner/president, Investment Manager & Shareholder

48 reports

LKPhoto of Lindsey Keith

Lindsey Keith

Director Of Operations

14 reports

LB

Larry Bernhard

Chief Compliance Officer And Office Manager

2 reports

SCPhoto of Sarah K. Conwell

Sarah K. Conwell

Fixed Income Portfolio Manager

1 report

TGPhoto of Thomas J. Guidi

Thomas J. Guidi

Investment Manager

1 report

LMPhoto of Louise Mclead

Louise Mclead

Tax Manager

1 report

JPPhoto of Joe Patterson

Joe Patterson

Financial Planner & Shareholder

1 report

LJ

Lindsay Jones

Director of Human Resources

RPPhoto of Ryan Pollock

Ryan Pollock

Tax Director

Jobs at Foster & Motley, Inc.

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