Foster & Motley

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

09/02/2026

Today marks 12 years at Foster & Motley for Rachel Rasmussen! Over the last 12 years, she has brought enthusiasm, expertise, and genuine care to every client relationship and every member of the Foster & Motley team. As an Investment Manager and Shareholder, she's known for helping clients navigate important financial decisions with confidence while bringing energy, insight, and thoughtful perspective to the conversation.

Rachel's passion for helping families build meaningful futures extends beyond our office and into the community through her leadership and volunteer service. We're grateful for the many ways she helps strengthen our firm, the clients we serve, and the community.

Congratulations, Rachel, on 12 years with Foster & Motley! Thank you for your leadership, your dedication, and all you've contributed over the past 12 years.

What makes a business truly ready for its next chapter?Our own Dave Nienaber, MBA, CPA, CFP®, recently joined the Cincin...
09/01/2026

What makes a business truly ready for its next chapter?

Our own Dave Nienaber, MBA, CPA, CFP®, recently joined the Cincinnati Business Courier’s Table of Experts alongside Carol Butler of the Goering Center and Christopher Kuhnhein of Cors & Bassett to discuss successful business transitions and succession planning.

One question Dave posed to business owners gets right to the heart of the conversation: “Do you own a business, or do you own a job?”

A successful transition takes more than preparing the business for a change in ownership. It also means considering the financial, family, and legacy decisions that come with that transition.

Dave brought his own perspective to this important conversation, sharing insights to help business owners think more intentionally about what comes next.

Read the full conversation here: https://bit.ly/4glHkIz

08/31/2026

Cheers to 19 years, Tony! Over the last two decades, Tony has helped bring clarity to complex financial decisions through careful planning, trusted relationships, and a genuine commitment to helping families pursue what matters most. His thoughtful approach and steady guidance have made him a trusted resource for clients and colleagues alike.

As a Financial Planner and Shareholder, Tony continues to embody Foster & Motley's belief that financial planning should create confidence, peace of mind, and the freedom to spend more time on the people and experiences that matter most.

Congratulations, Tony, on 19 years with Foster & Motley. Thank you for your dedication to our clients, our team, and our mission.

For 21 years, Thom Guidi has helped Foster & Motley thoughtfully evolve, bringing curiosity, innovation, and investment ...
08/28/2026

For 21 years, Thom Guidi has helped Foster & Motley thoughtfully evolve, bringing curiosity, innovation, and investment expertise to our clients and our firm. Whether he's evaluating complex investment opportunities, exploring new technologies, or helping shape the future of our investment process, Thom approaches every challenge with careful analysis and a forward-thinking mindset.

As Co-Chief Investment Officer, Shareholder, and Investment Manager, his dedication has strengthened not only our investment team, but the experience we provide every client.

Congratulations, Thom, on 21 years with Foster & Motley! Thank you for your leadership and innovation over the last 21 years.

08/26/2026

Passing wealth to the next generation takes more than a well-drafted estate plan. It takes communication.

Families can spend a lifetime building wealth, yet the plans for what happens next sometimes remain in documents that younger generations have never discussed. That's why our work with multigenerational families can include bringing family members together, facilitating conversations, and helping ensure everyone understands the intentions behind the plan.

At Foster & Motley, we believe thoughtful wealth transfer should prepare the people involved, not only the assets being transferred.

Subscribe to our newsletter, Beyond the Headlines for more insights on legacy and multigenerational planning: https://trust.fosterandmotley.com/newsletter-signup



Source: https://bit.ly/4xLSFHx

08/24/2026

A legacy built through giving doesn't have to wait for a will.

Thoughtful charitable giving can allow you to support the causes that matter to you while you're here to see the impact. And when giving is considered alongside your broader tax and estate picture, strategies like donor-advised funds, qualified charitable distributions, and intentionally timed gifts can help align your generosity with your overall financial plan.

At Foster & Motley, these aren't conversations we save for the end of the year. We work with clients throughout the year to think intentionally about how, when, and why they give.

Because sometimes the most meaningful part of a legacy is getting to watch it take shape.

Subscribe to Beyond the Headlines for more planning insights from Foster & Motley: https://trust.fosterandmotley.com/newsletter-signup



Source: https://cnb.cx/4glCMAK

Foster & Motley is proud to be recognized among Worth’s 2026 Best Registered Investment Advisor (RIA) firms. This recogn...
08/21/2026

Foster & Motley is proud to be recognized among Worth’s 2026 Best Registered Investment Advisor (RIA) firms. This recognition reflects our team’s continued commitment to providing thoughtful, personalized wealth management for the individuals, families, and business owners we’re fortunate to serve.

We’re grateful for the trust our clients place in us and proud of the relationships we’ve built over the years, and are honored to continue helping them live their most meaningful lives.



Worth's Leading Advisor program uses an independent selection process to identify RIA firms that clear a set of stringent benchmarks, including assets under management of over $500 million, a predominantly high-net-worth clientele, a substantial financial planning practice, and independence from broker-dealers. The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm, and are based on data firms submit to the SEC through their ADV filings. Foster & Motley has no influence on Worth's criteria or ranking process and paid no fees to be included.

08/20/2026

What does it really mean to leave a legacy?

For many families, it begins long before wealth is ever transferred. It can mean having conversations about your intentions, creating a charitable giving strategy that reflects your values, or simply choosing to show up for the people and communities that matter to you.

In this month's Beyond the Headlines newsletter, Zach Horn explores the role thoughtful planning and open communication can play in turning your intentions into something the next generation can understand and carry forward. We also share how the Foster & Motley team has been putting those same values into action through volunteer work across Greater Cincinnati this summer.

Because your legacy isn't only about what you leave behind. It's also about what you choose to build today.

Subscribe to our newsletter at the link in our bio for more financial planning insights and perspectives from Foster & Motley.



Sources:
https://bit.ly/4xLSFHx
https://cnb.cx/4glCMAK

If your annual review only focuses on investment returns, you're probably missing some of the most important conversatio...
08/18/2026

If your annual review only focuses on investment returns, you're probably missing some of the most important conversations.

A comprehensive review should revisit your financial goals, retirement projections, tax strategies, estate planning documents, cash flow needs, charitable giving, insurance coverage, and any major life changes that could affect your long-term plan. Markets matter, but they're only one part of your financial life.

At Foster & Motley, regular reviews are an opportunity to make thoughtful adjustments before circumstances force them. We believe financial planning works best when it's proactive, collaborative, and flexible enough to evolve as your life changes.

The goal isn't simply to measure performance, but to help ensure your financial plan continues to help you live your most meaningful life.

The best financial advice comes from understanding more than someone's balance sheet.When you choose Foster & Motley as ...
08/13/2026

The best financial advice comes from understanding more than someone's balance sheet.

When you choose Foster & Motley as your wealth management partner, a dedicated, credentialed advisor learns what motivates your decisions, how your family is changing, where your concerns lie, and what you're ultimately trying to accomplish. This crucial context leads to better conversations and better advice than a one-time transaction ever could.

Our advisors work closely with clients through every stage of life, from career transitions and retirement to business succession, estate planning, and wealth transfer. As a fee-only, fiduciary, employee-owned firm, our focus remains on building relationships that last for decades and helping you live your most meaningful life.

Financial planning is an ongoing conversation, and we're committed to being there for each chapter. Ready to see what fostering life’s wealth looks like for you? Visit the link in our bio to learn more!

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

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