Foster & Motley’s dual-advisor approach gives clients the opportunity to work with two credentialed advisors, each focusing on their own area of expertise while working together as a team to help deliver on the client’s goals. These goals often include charitable giving, allowing the team at Foster & Motley to provide tax planning and financial strategies to make more of what their clients give.

Internally, Foster & Motley works to inspire philanthropy and amplify generosity by giving back to the community with their own time, talent, and resources by tying sponsorship dollars to employees’ and clients’ passions. From supporting local organizations like Impact 100, The Ronald McDonald House, and Children’s Law Center, where employees serve on boards and volunteer, to scheduling weekday opportunities where employees are able to serve with great organizations like UC’s STeP program and Habitat 4 Humanity, Foster & Motley is better because of what they give. Investment Manager and Impact 100 member Rachel Rasmussen is happy to share more about this work or read more on Foster & Motley’s website.