Mark Foster, MBA, AIF®
Private Wealth Advisor
Mark has been a long time resident of Ann Arbor and has been married to Melissa for 25 years. They have two boys, Jack 19 and Joe who is 16 years old. When he’s not busy trying to keep up with his boy’s activities Mark enjoys sports and spends some of his free time playing hockey and golf. The family loves to travel up north to spend time at their favorite family destinations either at Lake Charlevoix or Burt Lake.
Mark attended Albion College where he received his Bachelors of Arts in Economics and Management. He also has his Masters of Business Administration from Eastern Michigan University and has achieved his Accredited Investment Fiduciary AIF® designation. He is currently working toward his Certified Financial Planner designation.
Community service is a high priority for Mark. He is a member of the Investment and Finance Committee at the Ann Arbor Area Community Foundation and is on the Foundation Board of Directors at Glacier Hills. He is a member of the Endowment Committee (and past board member) of the Ann Arbor Rotary Club. Mark is also on the board of trustees of his church.
Mark has worked in the financial services industry for over 27 years with more than 17 years of experience in Financial Planning and currently holds a Series 7, 6, 63 and 65 registrations through LPL Financial. He works with high net worth individuals and families helping them navigate all wealth management concerns with a thorough, but common-sense approach. He provides clients with open architecture, objective research on individual securities, mutual funds, and asset managers inclusive of easy-to- use online tools and resources on LPLs Independent Platform.
Mark Foster maintains two strong associations. First, as Boardwalk Financial Group LLC – he is provided securities oversight, financial planning and technology supported through LPL Financial, the largest independent broker dealer* in the nation. Financial advisors backed by LPL Financial have become a leading source of objective advice for accumulating and managing personal wealth. Secondly, Mark is an active member of a prestigious and large regional network of America Group Retirement Strategy Centers. Service team members, both local and regionally, are skilled, knowledgeable, and focused on serving clients with dedication and distinction. America Group Retirement Strategy Centers is known as one of the “Top” large enterprises associated with LPL Financial.
*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.