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Scott Foster

Advisor at Foster Investment Management, LLC

Updated today

Firm

Foster Investment Management, LLC

Location

Wyomissing, PA

Credentials

Series 65

Industry experience

16 years

About

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Client services

Based on Foster Investment Management, LLC

Portfolio management Market timing

Expertise

Based on Foster Investment Management, LLC

Passive / index investing Active portfolio management

Fee options

Percentage
Other

Fee-only: Fee-only financial advisory firm, no commissions earned from transactions.

Location

Wyomissing, PA

Most active in

Pennsylvania

Work history

Backcountry Edge

2016 - 2016 (1 year)

Foster Investment Management, LLC

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul F

Series 63, Series 65

Birdsboro, PA

Paul Fair Associates, LLC

Wealth management
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Stephen E

CFP®, Series 63

Morgantown, PA

Elliker Financial

College savings (529s, UTMA, etc.) Cash flow / budgeting Social Security optimization Founder/Business Owner Mid-Career Professionals
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Francis P

Series 63, Series 65

Mohnton, PA

GuidePost Capital Management Group, LLC

Retirement income strategy Options & derivatives strategies

Dillon K

CFP®

Sinking Spring, PA

Rewealth

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Business ownership considerations Business Financial Management Real Estate Professional Christian Faith Based
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Craig H

Series 65

Wyomissing, PA

Walsky Investment Management Inc

Active portfolio management
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Jay K

Series 65

Wyomissing, PA

Berkshire Advisors, Inc.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner Executive
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