Money is personal.

Financial independence is key to the freedom we seek for ourselves and those we love. The freedom to travel, to live creatively and with purpose.

As a business owner, you want your employees to feel the same security about their future.

You also want to know the people stewarding your retirement or family wealth hold those same values. That they place what is best for you above their own interests.

We chose the path of investment fiduciaries because we are driven to focus on what matters most to those we serve. This means you are assured we are ethically and legally obligated to place your interests first, because we don’t sell commissioned products.

To do this work our principals provide pro-active, personal guidance for you or your employees. We wouldn’t have it any other way.

For David and Tim, this is personal.

RETIREMENT PLAN SERVICES

“We help plan sponsors give employees their best shot at a dignified retirement.”
Tim Wood, AIF®

Empower your employees with the best retirement plan experience they have ever had.

We serve you and your employees as a fiduciary 100% of the time.

  • Transfer investment responsibility to us as a 3(38) investment fiduciary.
  • Un-conflicted advice, no commissions, no incomplete information.
foster & wood financial planning

FOR INDIVIDUALS

“I’m not a betting man–but I help families beat the odds.”
—David Foster, CERTIFIED FINANCIAL PLANNER®

Perhaps the only thing harder than earning family money is preserving it.

FACT: Fully 70% of family wealth evaporates by the end of its second generational transfer. Pacific Northwest-based Foster & Wood is focused on family wealth, and we can help you beat the odds. We can truly make a difference for your family.

CONTACT US

 clientsuccess@fosterandwood.com  |  503.785.9844  |  map