Experienced and Comprehensive
Our depth and experience allow us to look at your financial needs holistically. We take great pride in our rigorous and comprehensive approach to both portfolio management and financial planning. We leverage our extensive and collective expertise — gained through education, peer study groups, and many years of advising individuals and families in both good times and bad – to maximize the levels of service we provide to you. We have a dedicated team that has earned a number of prestigious industry certifications, including CFA®, CFP® and EA®. Our years of experience have shaped our firm to provide the highest levels of comprehensive services.
Committed and Personalized Service
We believe that in order to have true confidence in your finances, you need to have advisors who are available to you, responsive to your needs and who know you and your situation well. At Blankinship & Foster, we take pride in being small enough to provide personalized service, yet large enough to provide a full team of experienced advisors. Each of our clients is served by a team of at least two professional advisors, which is in turn supported by our entire staff. This structure provides continuity – clients may always speak with someone who they know, and who knows them and their situation well. In addition to having your core team working for you at Blankinship & Foster, we can introduce you to the right people at the right time to guide you through important financial decisions as they arise. We can work with you to bring collaboration and coordination among the professionals in your life — attorneys, accountants, trustees, insurance agents, business advisors, private bankers, etc. We help align every aspect of your wealth management strategy to meet your goals.
A Culture of Objectivity and Leadership
John T. (Jack) Blankinship and Charles Foster were pioneers of the fee-only (commission-free) financial planning business. Continuing their legacy, we are firmly grounded in the belief that achieving true financial peace of mind involves reaching a level of trust that cannot be found by working with advisors who are earning commissions for making recommendations.
Like Jack and Charles, individuals in our firm serve in leadership positions with financial organizations responsible for establishing best industry practices, and that advocate for financial advisors to be held to a higher fiduciary standard, with no hidden agendas or commissions that separate their interests from their clients.