Headquartered in West Des Moines, Iowa, Foster Group is an independent, fee-only financial planning and investment advisory firm dedicated to providing objective advice and solutions that reduce the complexity of wealth management and establish a high probability of success. The firm was founded in 1989 by Jerry Foster, CFP, whose vision was to create an organization that emphasized teamwork and serving clients first. With more than $1.2 billion in assets under management, Foster Group services over 900 clients in 38 states and works with individuals, non-profit organizations, fiduciaries, trust funds, and retirement plans to grow assets, preserve capital, and avoid marketplace risk.
Jerry Foster, who serves as the chairman of the firm, lives by the motto, “Challenge to excellence,” and challenges his team toward excellence in delivering a world-class experience for their clients on a daily basis. He was recently named an Ernst & Young Entrepreneur of the Year finalist for the Upper Midwest program.