Who We Are

We will only do for our clients what we would do for ourselves.

Our Philosophy

At Foster Financial Group, we believe in helping our clients maximize their resources, contribute to the causes they care about, and effectively plan for the future.

Our goal is to serve those who seek to build a secure financial future while investing in generations to come.

Core Beliefs

Serve God, Family, and Others

Our leadership team believes that in light of how big God is and the vastness of eternity, the only way we can truly make a difference is to be a company that serves God. God desires for us to serve others.

Live the Golden Rule

The Golden Rule is our foundation for our business model. Doing for our clients what we would do for ourselves is a way of leading our business and helping us to build long-term relationships with our clients based on trust and results.

Exceed Client Expectations

Our goal is to go above and beyond what’s expected in the delivery of wealth management, financial planning strategies and client service.

Achieve Growth for our Clients, Business Partners, and Organization

  • Clients — We are devoted to helping our clients achieve financial goals for the benefit of themselves, their families, and the causes they care about. 

  • Business Partners — We strive to help our advisors, client service representatives, and our team to achieve their personal financial goals through compensation systems that reward client acquisition, retention, and satisfaction.

  • Organization — As Foster Financial Group helps our clients and partners achieve their objectives, we’ll grow as well. We strive to grow our company while maintaining our core values and customer service.

 
 

The 2020 Rosen Award was presented to Joe Foster, CFP, of Foster Financial Group in Dallas Texas. Joe chose an organization near to his heart, E3 Partners, and a specific ministry of theirs called I Am Second.

 

Our History

The financial landscape has changed over the last 50 years, and with it, we have evolved to better serve our clients.

Foster Financial Group was founded in Dallas, Texas by Larry Foster in 1969 to help people maximize their financial resources and effectively navigate a complicated financial world.  While our service offerings have continuously improved and evolved as the financial landscape changed, we have always sought to offer thoughtful advice while delivering excellent service.

In 1987, the 2nd generation of Fosters joined the business as Joe Foster began offering wealth management services to their growing client base.  Soon after, Joe’s brother Shawn joined the firm, and the two brothers continued their father’s legacy by taking great care of people and always adhering to the golden rule.   

Since we began offering wealth management services, the industry has changed and with it, Foster Financial Group has expanded to serve clients all over the country. 

Foster Financial Group now focuses primarily on comprehensive financial planning and believes that proper client management puts the relationship first and prioritizes honesty, transparency and always doing what is right for the client. 

Foster Financial Group plans to be around for another 50 years as it is now represented by the next generation of professional leaders in Brian Russell, Nick Smith and Jake Crandall. Moving forward, Foster Financial Group is focused on providing comprehensive advice to its clients, continuing to evolve by remaining on the cutting edge, and helping our clients reach their goals and leave a lasting legacy.