Daszkal Bolton Columbus

Independent wealth management for comprehensive financial planning

Zachary T. Horn · Managing Partner/President · Columbus, Ohio, United States

CFPCPACFAFree consultation

1997

Founded

50+

Team

3

Services

Cincinnati, OH; Tri-State region and across the United States

Service area

About Daszkal Bolton Columbus

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.

Services

Industries Served

Team & Leadership

DA

David A. Foster

Founder, Shareholder · CPA, CFP

WM

W. Mark Motley

Founder, Investment Manager, Co-Chief Investment Officer · MBA, CFA

ZT

Zachary T. Horn

Managing Partner/President, Investment Manager · MBA, CFP, CMFC

Get in Touch

Visit Website(513) 561-6640EmailLinkedIn Profile

Contact Daszkal Bolton Columbus

At a Glance

Credentials: CFP, CPA, CFA

Languages: English

Serves: Cincinnati, OH; Tri-State region and across the United States

Location

Columbus, Ohio

United States

View all professionals in Columbus