Foster & Motley included in List of Top 9 Financial Advisors in Cincinnati.
We are pleased to announce Foster & Motley has been named in the Top 9 Financial Advisors in Cincinnati by SmartAsset. SmartAsset only included firms who are fiduciaries in the rankings. As fee-only, fiduciary advisors we focus on putting clients first, providing them with unbiased and objective advice.
SmartAsset based their search on the list of U.S. Securities and Exchange Commission (SEC)-registered firms in Cincinnati. They removed any firms that did not have “clean records, did not manage individual accounts or did not have financial planners on staff.” The list of Top Financial Advisors is in order of assets under management (AUM).
To read the full article and see ranking criteria click here.
What an exciting time to be serving clients with financial planning and investment management services in the Cincinnati area and beyond!
Foster & Motley paid no fees to be included in this ranking. SmartAsset set the criteria for this list.