Foster & Motley

Foster & Motley Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Foster & Motley, Financial planner, 7755 Montgomery Road , Suite 100, Cincinnati, OH.

At Foster & Motley, we deliver the Power of combining Financial Planning & Investment Management to provide a comprehensive Wealth Management experience for our clients.

06/26/2026

When a company dominates the headlines, it's natural to wonder whether you should own it.

But investing success isn't built on finding the next hot stock before everyone else. It's built on discipline, diversification, and a portfolio designed to weather full market cycles. While the next major IPO may capture attention, history reminds us that today's most talked-about investment isn't always tomorrow's success story.

At Foster & Motley, we believe thoughtful diversification creates a stronger foundation than sideline speculation.

For more market insights and planning perspectives, subscribe to our newsletter at the link in our bio.



Source: https://yhoo.it/4w8L9G8"

Please join us in welcoming Irene Tsai, CFA, CFP®, ChFC®, CLU® to Foster & Motley as an Investment Manager!Irene brings ...
06/25/2026

Please join us in welcoming Irene Tsai, CFA, CFP®, ChFC®, CLU® to Foster & Motley as an Investment Manager!

Irene brings a unique combination of investment expertise, intellectual curiosity, and thoughtful problem-solving to our team. Her experience across investment management, family office services, and financial planning consulting aligns well with our commitment to delivering personalized, client-focused advice. We’re excited to have Irene on board and look forward to the impact she will make to help our clients live their most meaningful lives!

06/24/2026

Transparency builds confidence.

One of the things clients consistently value most about working with Foster & Motley is knowing exactly where they stand financially. Clear, comprehensive reporting helps bring visibility to the full picture, from portfolio performance to cash flow and long-term progress toward goals.

When clients can see where their money is, feel confident in the strategy behind decisions, and trust the information they’re receiving, it creates something incredibly important: peace of mind. That level of clarity and communication is a core part of the experience we strive to provide every day.



The information discussed represents the views and opinions of the client. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional financial advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions regarding your financial planning and investments.

06/22/2026

The headlines may be focused on record market highs and highly anticipated IPOs, but we believe successful investing isn't about chasing what’s popular in the moment.

In this month’s newsletter, Zach Horn, MBA, CFP®, CMFC®, shares perspective on today’s market environment, the excitement surrounding new IPOs, and why diversification and long-term discipline remain at the core of a thoughtful investment strategy. He also explores what history can teach us about market highs and why preparation matters more than prediction.

For insights like this delivered directly to your inbox, subscribe to our newsletter: https://bit.ly/4uoqm09

As we reach the midpoint of the year, it’s a good time to pause and revisit the bigger picture.Financial planning isn’t ...
06/19/2026

As we reach the midpoint of the year, it’s a good time to pause and revisit the bigger picture.

Financial planning isn’t static. Markets shift, goals evolve, tax situations change, and life can look different six months later. That’s why ongoing conversations and regular reviews matter. A thoughtful wealth management relationship should adapt alongside your life, helping ensure decisions continue to align with your priorities and long-term goals.

At Foster & Motley, we take a comprehensive, cohesive approach to wealth management to help you live your most meaningful life.

If it’s been a while since your financial plan has been reviewed, this may be the right time to reconnect and reassess.

Market volatility has a way of testing even the most disciplined investors.In a recent article, we take a closer look at...
06/17/2026

Market volatility has a way of testing even the most disciplined investors.

In a recent article, we take a closer look at the behavioral biases that can quietly influence financial decisions during uncertain times — and why a structured, long-term approach can help investors stay aligned with their goals.

When emotions drive decisions, clarity becomes even more important. A thoughtful financial plan can provide perspective when markets feel noisy and help create greater confidence through changing conditions.

Read the full article here: https://bit.ly/43JG8HP

Something about Cincinnati in the summer reminds us how amazing our community is, including impactful organizations like...
06/15/2026

Something about Cincinnati in the summer reminds us how amazing our community is, including impactful organizations like Sleep in Heavenly Peace (SHP).

Last week, a few team members had the opportunity to volunteer with SHP, helping support the organization's mission of ensuring that no child has to sleep on the floor. SHP is a national nonprofit that builds and delivers hand-crafted beds to children ages 3–17 who do not have a safe, comfortable place to sleep. Each bed is provided with a new mattress, pillow, and bedding, giving children a space of their own and helping support their overall well-being.

Guided by its motto, "No Kid Sleeps on the Floor in Our Town!", SHP relies on volunteers and community support to make a meaningful difference for families in need. You can learn more about SHP here: https://bit.ly/4eIMrS1

We're honored to have played a small part in their mission, and look forward to serving our community more this summer.

Over time, we’ve learned that thoughtful wealth management is built on consistency, long-term relationships, and a commi...
06/12/2026

Over time, we’ve learned that thoughtful wealth management is built on consistency, long-term relationships, and a commitment to evolving alongside the families we serve.

That philosophy has helped Foster & Motley earn recognition on the FA 100 list for seven consecutive years so far — something we’re grateful for, not because of the accolade itself, but because it reflects the trust our clients continue to place in us.

We remain focused on what matters most: helping clients live their most meaningful lives.

Foster & Motley paid no fees to be included in this ranking. Please visit https://bit.ly/3IKRnIY for additional details on CNBC and AccuPoint Solutions selection criteria.

Legacy planning is deeply personal and rarely static.Over time, families evolve, priorities shift, tax laws change, and ...
06/11/2026

Legacy planning is deeply personal and rarely static.

Over time, families evolve, priorities shift, tax laws change, and new opportunities emerge. That’s why thoughtful estate planning should be revisited consistently, not filed away and forgotten. The most effective plans are the ones that continue to reflect your values, intentions, and the life you want your wealth to support.

At Foster & Motley, these conversations are an important part of helping clients steward wealth across generations.

Many investors naturally gravitate toward what feels familiar. For U.S. investors, that often means portfolios heavily c...
06/08/2026

Many investors naturally gravitate toward what feels familiar. For U.S. investors, that often means portfolios heavily concentrated in domestic markets.

In our latest LinkedIn Pulse article, we explore why international investing continues to play an important role in long-term portfolio construction, especially as global opportunities and economic conditions evolve. Thoughtful diversification across geographies can help create balance and resilience over time.

At Foster & Motley, we believe successful investing starts with discipline, perspective, and a long-term mindset.

Read the full article here: https://bit.ly/4g7seqc

Address

7755 Montgomery Road , Suite 100
Cincinnati, OH
45236

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Foster & Motley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category