Independent wealth management for comprehensive financial planning
Zachary T. Horn · Managing Partner/President · Columbus, Ohio, United States
1997
Founded
50+
Team
3
Services
Cincinnati, OH; Tri-State region and across the United States
Service area
Foster & Motley, Inc. is an independent, employee-owned registered investment advisor (RIA) headquartered in Cincinnati, Ohio, with operations serving the Tri-State region and clients nationwide. Founded in 1997 by David Foster, CPA, CFP, and W. Mark Motley, MBA, CFA, the firm manages over 3 billion dollars in client assets and employs more than 50 dedicated professionals. The firm provides comprehensive wealth management services combining financial planning and investment management tailored to client needs. Foster & Motley operates on a fee-only compensation model, eliminating conflicts of interest inherent in commission-based advice. As a fiduciary RIA, the firm is legally bound to act solely in clients' best interests. The firm serves clients through customized service tiers (Prime, Premier, and Legacy) based on investment levels. Foster & Motley's professional staff holds credentials including CFP, CPA, and CFA designations and maintains high standards through ongoing continuing education. The firm emphasizes a collaborative culture, employee ownership, and personalized service, with business growth never impacting service quality to existing clients. Rankings include CNBC FA100 List for 7 consecutive years and FA Magazine's top 170 RIAs.
David A. Foster
Founder, Shareholder · CPA, CFP
W. Mark Motley
Founder, Investment Manager, Co-Chief Investment Officer · MBA, CFA
Zachary T. Horn
Managing Partner/President, Investment Manager · MBA, CFP, CMFC
Credentials: CFP, CPA, CFA
Languages: English
Serves: Cincinnati, OH; Tri-State region and across the United States
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