Foster & Motley Wealth Management is pleased to share that they have been named to the 2021 CNBC FA 100 list, which recognizes the top advisory firms helping clients navigate their financial lives. This is the third year that CNBC has provided such a ranking, and Foster & Motley has been included every year. Foster & Motley is the only Cincinnati-based firm to make the list this year.
According to their recent article, "The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives." They go on to say, “If you are looking for some financial assistance, we hope this list of top financial advisory firms can aid you in your search. It may help you better understand the options that are available and how to select a trusted advisor.”
The CNBC FA 100 list was selected from more than 38,000 registered investment advisory firms using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. CNBC and AccuPoint Solutions applied the weighting for each category to further refine and rank the firms. The rankings consider many factors such as assets under management (AUM), years in business, and the number of employees, among others. The full methodology can be found on CNBC.com/FA100.
Since 1997, Foster & Motley has offered clients customized, fee-only financial planning and investment management. As fiduciaries, their independent and objective advice always puts the clients' interests first. The advisors at Foster & Motley strive to integrate all components of their client's lives into one big, clear picture so they can live life with confidence.
Foster & Motley paid no fees to be included in this ranking. See Foster & Motley's disclosure for additional details on CNBC and AccuPoint Solutions’ selection criteria.