Mark Foster, MBA, AIF®

Mark Foster, MBA, AIF®

Private Wealth Advisor

Mark has been a lifelong resident of Ann Arbor and has been married to Melissa for over 30 years. They have two boys, Jack and Joe who are both graduates of Michigan State University. As an empty nester Mark enjoys sports and spends some of his free time playing hockey, golf and tennis. 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.

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 Senior Living Community. He is a member of the Endowment Committee (and past board member) of the Ann Arbor Rotary Club and served as president of the club (2023-24). In addition, Mark joined the Board of Trustees of the Employees Retirement System of the City of Ann Arbor in 2023.

Mark has worked in the financial services industry for over 30 years with more than 20 years of experience in Financial Planning. He 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, ETF’s 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, 1996 - 2023, based on total revenue.

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.