In addition to working closely with our clients’ attorneys, accountants, financial, fiduciary, and banking professionals, Foster Financial maintains independent relationships with some of the industry’s top echelon of global financial resources.
By combining these resources with our high level of personal service and expertise, we offer the best of both worlds – institutional quality and selection with concierge-level service and advocacy.
Foster Financial is a Member Firm of Valmark Financial Group, a 60+ year-old, invitation-only group of independent wealth and insurance advisory firms. As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.
Valmark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 100+ independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC. WWW.VALMARKFG.COM
