Welcome to Charles Wm. Foster & Associates, Ltd. We are an exclusive financial service for exclusive people. Strictly fee only, we are advisory in nature. Independent, but highly experienced, we coordinate comprehensive wealth planning, wealth strategies, and investment monitoring. Ultimately, we cost you nothing because we specialize in finding and retrieving lost money or lost financial opportunities.
If this is your first time here or you would like to know more about who we are and what we do, then please see our "About" section. There you can find specific information about our firm, who our clients are, our areas of expertise, and our Founder, Charles Wm. Foster.
If you are already familiar with our firm and would like additional information about services we offer, please refer to the "Services" section of this site. There you can see how we develop a unique comprehensive financial plan using our five-step personal financial planning process.
Finally, if you would like additional information beyond what is contained in this site or if you would like to set up a consultation, please call us at (847) 999-2130, use our contact form, or e-mail us at charlesf [at] cwfoster.com.