Bobby Neil Foster

Background

About Bobby Neil Foster

As a Financial Advisor with CERTIFIED FINANCIAL PLANNER™ designation I have dedicated my career to helping families and business owners build, manage, preserve and transfer wealth. No matter what complex investment decisions you are facing today, I can help. My team and I will provide transparent, ethical guidance that can allow you to map your financial future with a higher level of confidence. It takes careful planning and perspective to ensure that your assets work in support of your life’s goals. My team and I will design an investment strategy based on your specific needs, then maintain relentless discipline across these four cornerstones of wealth management: building appropriate, balanced investment portfolios; creating risk-management (insurance) strategies; access to lending services; and monitoring business, trust, and estate transfer plans. Legacy Private Wealth Partners is an independent wealth management firm committed to preserving and growing our clients' hard-earned wealth while safeguarding their legacy. At Legacy Private Wealth Partners, we prioritize building relationships based on trust and care, going beyond business transactions to truly partner with our clients. Learn more about us at: Legacy Private Wealth Partners provides all investment advisory services through Concurrent Investment Advisors, LLC, and SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC and d/b/a Legacy Private Wealth Partners are not affiliated companies.