David Foster (CFP®, CPA®)

David Foster focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

 Dave Foster has been providing financial planning advice to Cincinnatians for over 20 years.  He started his own advisory firm, Foster Financial Advisory, Inc., in December 1989 after eight years in public account.  Foster Financial Advisory, Inc was a fee-only financial planning firm specializing in comprehensive financial planning for individuals.  In late 1996, along with Mark Motley, he co-founded Foster & Motley, Inc., a Cincinnati based fee-only financial planning and investment management firm providing comprehensive financial planning and investment management firm providing comprehensive financial advisory and investment management services primarily to individuals and families.  Dave has a passion for financial planning and enjoys the holistic nature of working with people and helping them to achieve their goals.

Dave often consults nationally with other financial planners as well as CPAs and attorneys in the Cincinnati area.  He has authored a series of articles for the NAPFA Advisor on planning for large IRAs.  He is an active member of The National Association of Personal Financial Advisors (NAPFA) and a member of the American Institute of CPAs PFP Division.

Additional Information

Dave has been a guest on CNBC and quoted in The New York Times, The Wall Street Journal, Money Magazine, USA Today, Morningstar Investor, Ed Slott’s IRA Advisor, Investors Daily, Kiplinger Retirement Newsletter, Working Mother Magazine, Cincinnati Enquirer, Cincinnati Post and the Greater Cincinnati Business Courier as well as a number of books on financial planning.  Dave has been featured in an online question and answer session through the Wall Street Journal Online.

NAPFA Start Date

May 20, 1991

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This Office

7755 Montgomery Rd Ste 100 Cincinnati, OH 45236 Phone: (513) 561-6640 Ext: 14 Fax: (513) 272-7527