Bobby Neil Foster, CFP®

Bobby Neil Foster, CFP®

Partner, Financial Advisor

As a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™ designation, I have dedicated my career to helping families and business owners build, manage, preserve and transfer wealth.

My team and I are here to offer you transparent and ethical guidance, no matter what investment decisions you are facing. We can help you map out your financial future by focusing on predictability and ensuring that you have a reliable and consistent plan in place.

Strategies to help you retire with confidence
We help clients navigate the complexity of IRA options, Rollovers, Annuities, separation-from-service and pension options. We help business owners implement qualified retirement plans, fund executive compensation plans and invest business sale proceeds.

Our advice, informed by the financial planning process, typically involves building appropriate, balanced investment portfolios; creating risk-management (insurance) strategies; liability management; and monitoring business, trust and estate transfer plans.

Earning your trust
When it comes to your money, there is no substitute for a carefully considered, disciplined investment approach. We try every day to get that right, putting clients first and foremost in all of our decisions.

I welcome the opportunity to speak with you about your needs, and how my team at Legacy Private Wealth Partners can help you live your best life! It is my privilege to serve you.

On my off time I enjoy creating beautiful landscaping, cooking great food for friends and family, and really good coffee.