About the Firm

Setting the standard for Wealth Management

because our clients deserve the best.

because our clients deserve the best.

Our Founding

Why did we start Foster Victor?

Dissatisfaction with the Status Quo

Foster Victor exists because we wanted to create a team that could have the greatest impact on all aspects of our clients’ financial lives. We realized traditional models weren’t serving a particular part of the market well and the advice was slanted towards products. We are proud to offer holistic advice and humbled by the opportunity to change lives.

OUR SERVICES

What you do with your money is your business.
Helping you do something smart is ours.

We take a holistic approach to your wealth management. Our clients value having a team to “quarterback” their financial lives and collaborate with them on their life’s plan.

Foster Victor offers fee-based planning services whereby we have a fiduciary responsibility to always act in clients’ best interests. Your custom financial planning roadmap will be created by assessing your current financial situation, defining goals, and identifying gaps.

Discovery & Right Fit Conversation

The initial phase, Discovery, is a comfortable, guided conversation to get to know you and understand your outlook, your immediate focus and your long-term goals. This ensures we are the right partner for you.

Collaboration

During the Collaboration phase your priorities will be clearly addressed and we will discuss various financial planning strategies available to you.

Life Plan Creation

In this step, we will make recommendations and suggestions based on our collaboration. These financial planning strategies will create a pathway for you in the near future and over time.

Plan Implementation

This is where we take action together. Our in-house experts will put your plan into action.

Accountability & Results Management

Long-term results are achieved through consistency and by carefully monitoring and adjusting our approach as needed. We hold you accountable to your plan so you can achieve your goals and stay on the path to success.

At Foster Victor, we are relentless in our efforts to add value to the client experience. The Professional Services team works closely with your Wealth Coach and Planning team to maximize the potential of your financial future and safeguard your legacy. Our in-house legal and tax advisors collaborate with your outside attorney, accounting or tax professionals on issues related to:

  • Estate Planning
  • Charitable and Lifetime Gifting
  • Generational Wealth Transfer
  • Estate Equalization
  • Trust Strategies
  • Tax Mitigation
  • Tax Bracket Shifting
  • Strategic Tax Analysis
  • Tax Efficiencies
  • Business Structures
  • Business Succession Planning
  • Real Estate Transactions

The Foster Victor team of Wealth Coaches, planning specialists and investment strategists guide you on the path for success through impeccable financial planning. From there, each member of the Professional Services team provides a niche area of expertise to complement your plan, implement key strategies and provide you with a level of service rarely seen in the industry. Our goal is to leave no stone unturned when it comes to the financial health of our clients and their families.

We work with you to create a plan that may include:

  • Owner Compensation
  • Key Person Planning
  • Company Benefits
  • Business Succession Planning (Internal & External)

By understanding your business inside-and-out, we can recommend strategies to grow and protect your enterprise value. We will work with you to create a plan that includes:

  • Executive Benefits
  • Qualified & Non-Qualified Plans
  • Benefit Planning
  • Deferred Compensation
  • Corporate Cash Efficiencies
  • Integrated Partner Introductions
Estate Planning

You have worked hard to accumulate wealth and Foster Victor was built to assist you in protecting your estate so you can leave a legacy that reflects your core values and beliefs. Together, we will develop a comprehensive plan to meet your goals and ensure your family’s financial security.

Through comprehensive estate planning analysis we work to ensure your assets are protected and distributed according to your wishes. Our team will also help you navigate the complex estate tax landscape.

Foster Victor offers:

  • Estate Planning Review & Recommendations
  • Development of a Family Purpose Statement
  • Collaboration with your advisory team – communication and meetings with outside counsel
  • Tax Mitigation Planning, Gifting Strategies, Wealth Transfer Optimization
  • Family Meeting to present explanations of family purpose, estate planning overview, family education and availability of resources
  • Coordination of Tax Attorneys
  • Asset Distribution Services

We offer recommendations for the following estate planning tools:

Base Planning

Wills, Advanced Medical Directives, Testamentary Guardians for Minors, Durable Powers of Attorney, Healthcare Powers of Attorney, asset titling and beneficiary designations are powerful tools for executing a comprehensive life and estate plan. In addition to working with your outside tax and legal professionals to meet more complex planning needs, we believe it’s important to review your base estate plan to help you see around corners and assess future obstacles or opportunities.

Revocable Living Trusts

A revocable trust allows for flexibility of design while providing for the management of your assets during life and following your death. This type of trust often permits your assets to be managed without the need for a court-ordered conservatorship if you become incapacitated; and allows assets to pass to beneficiaries outside of the potentially costly and time-consuming probate process.

Irrevocable Trusts

There are many types of irrevocable trusts, each allowing for the management of your assets to the immediate or future benefit of your loved ones. You can make gifts to this type of trust – free of gift tax up to certain limits – so that assets grow and pass to your beneficiaries without being diminished by estate taxes.

Charitable Remainder or Lead Trusts

Irrevocable trusts designed to meet your charitable giving goals while providing a set income stream or deferred principal gift to your heirs or other beneficiaries, often at a lower tax burden than gifts made outside of these trusts.

Generation-Skipping Trusts

Irrevocable trusts that endure for multiple generations so that assets can be managed for, and distributed to, grandchildren and generations beyond. This strategy frequently avoids estate and gift taxes that would apply if assets were transferred outright to each generation.

Spousal Lifetime Access Trusts

An irrevocable gift trust created by one spouse for the lifetime benefit of the other.  When properly executed, assets transferred to this type of trust are outside of the couples’ combined estate for estate tax purposes and grow estate tax free for benefit of the next generation.

Irrevocable Life Insurance Trusts

Irrevocable trusts designed specifically to hold a policy (or policies) of life insurance on an individual or couple. When properly administered, these trusts allow valuable death benefit proceeds to pass to beneficiaries estate and income tax free.

The Foster Victor team is experienced in recommending investment strategies and products that are aligned with clients’ overall financial goals. Your short-term and long-term goals are a key part of the discussion to calibrate your investments against your risk tolerance.  By looking at where you fall in the timeline of working through student debt, to wealth accumulation, to planning for strategic asset withdrawal during retirement, your personalized investment plan will be intentionally constructed to create the most impact.

Investment management and retirement planning go hand in hand.  You will receive guidance on distribution strategies to ensure your money continues to work for you once you retire.

Your Wealth Coach will review your portfolio with you regularly to ensure your investments remain aligned with your goals. The Investment Team systematically reviews fund performance and market trends to rebalance client portfolios accordingly.

You’ll benefit from:

  • Personalized asset allocation
  • Professional research
  • Flexible, high-quality investment options
  • Portfolio rebalancing to maintain your asset allocation
  • Simplified, integrated approach
  • Bespoke private market investments

At Foster Victor, we strive to help you be financially prepared for your future. One of the key parts of this goal is exploring insurance strategies. Our insurance team works diligently to ensure that you and your family’s financial well-being are protected.

The Foster Victor team is skilled in assessing risk to your financial well-being. Our team will review your current insurance coverage and walk through a need analysis to ensure the insurance coverage is adequate to meet your current and future goals. Once the review is completed, our team will make any recommendations to bridge the gap. You will have access to a robust set of insurance options:

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Estate Planning Strategies

Throughout the application process, our team will work as a liaison between you and the insurance carrier to make the process as smooth as possible. This will ensure the policy structure is accurately implemented.

Foster Victor uses insurance for protection, diversification and estate tax mitigation. We partner with several top-rated insurance carriers to ensure policy design is correct and sustainable. Working in tandem with our professional services team, we can recommend and facilitate advanced design strategies for legacy planning and asset protection.

As part of our business planning, Foster Victor also offers insurance-backed solutions to mitigate risk for business owners or provide benefits to their employees. These products include:

  • Key Person Planning
  • Buy-Sell Agreements
  • Deferred Compensation/Restricted Executive Bonus Agreements
  • Employer-Sponsored Group Life and Disability Insurance Plans

Having a dedicated insurance team is a distinct advantage for Foster Victor. Policy performance, beneficiary/ownership arrangements and total insurance coverage are reviewed on a regular basis to confirm policies are continuing to meet your needs and goals.

Holistic financial planning is the umbrella under which we provide many customized retirement, tax and estate planning engagements. Our services provide an in depth look at client’s financial standing to help them better reach their full potential. Below are some additional services that our firm provides to create a remarkable experience:

  • Budget Review
  • Charitable Giving Strategies
  • Generational Wealth Transfer Strategies
  • Creating Income Streams
  • Investment Portfolio Review
  • Real Estate Acquisition and Divestiture
  • Distribution Planning Review
  • Family Meeting with Parents, Children or other Relatives
  • Home, Auto & Umbrella Insurance Review
  • Life, Disability & LTC Insurance Review
  • Mortgage & Equity Line Review
  • RMD Planning
  • Roundtable Meeting with Team of Advisors
  • Social Security Analysis
  • Tax Planning/Investment Funding/Contributions
  • Financial Planning
  • Student Loan Analysis
  • Short Term & Long Term Goal Planning
  • Retirement Accounting Funding Strategies
  • Business Merger & Acquisition Consulting
  • Mortgage Payoff Schedules
  • Introductions to other professional service providers (Bankers, CPAs, Attorneys)
  • Portfolio Management (Dividend Growth Strategies, Balanced Strategies, etc.)
  • Retirement Plan Creation/Funding/Service
  • Document Vault Creation
  • Account Aggregation
 

The Foster Victor Family Office engagement redefines financial planning so Ultra-High Net Worth (UHNW) families can build on their success and leave a legacy for their families and communities.

We take a holistic approach to your wealth management. Our clients value having a team to “quarterback” their financial lives and collaborate with them on their life’s plan.

Foster Victor offers fee-based planning services whereby we have a fiduciary responsibility to always act in clients’ best interests. Your custom financial planning roadmap will be created by assessing your current financial situation, defining goals, and identifying gaps.

Discovery & Right Fit Conversation

The initial phase, Discovery, is a comfortable, guided conversation to get to know you and understand your outlook, your immediate focus and your long-term goals. This ensures we are the right partner for you.

Collaboration

During the Collaboration phase your priorities will be clearly addressed and we will discuss various financial planning strategies available to you.

Life’s Plan Creation

In this step, we will make recommendations and suggestions based on our collaboration. These financial planning strategies will create a pathway for you in the near future and over time.

Plan Implementation

This is where we take action together. Our in-house experts will put your plan into action.

Accountability & Results Management

Long-term results are achieved through consistency and by carefully monitoring and adjusting our approach as needed. We hold you accountable to your plan so you can achieve your goals and stay on the path to success.

At Foster Victor, we are relentless in our efforts to add value to the client experience. The Professional Services team works closely with your Wealth Coach and Planning team to maximize the potential of your financial future and safeguard your legacy. Our in-house legal and tax advisors collaborate with your outside attorney, accounting or tax professionals on issues related to:

  • Estate Planning
  • Charitable and Lifetime Gifting
  • Generational Wealth Transfer
  • Estate Equalization
  • Trust Strategies
  • Tax Mitigation
  • Tax Bracket Shifting
  • Strategic Tax Analysis
  • Tax Efficiencies
  • Business Structures
  • Business Succession Planning
  • Real Estate Transactions

The Foster Victor team of Wealth Coaches, planning specialists and investment strategists guide you on the path for success through impeccable financial planning. From there, each member of the Professional Services team provides a niche area of expertise to complement your plan, implement key strategies and provide you with a level of service rarely seen in the industry. Our goal is to leave no stone unturned when it comes to the financial health of our clients and their families.

We work with you to create a plan that may include:

  • Owner Compensation
  • Key Person Planning
  • Company Benefits
  • Business Succession Planning (Internal & External)

By understanding your business inside-and-out, we can recommend strategies to grow and protect your enterprise value. We will work with you to create a plan that includes:

  • Executive Benefits
  • Qualified & Non-Qualified Plans
  • Benefit Planning
  • Deferred Compensation
  • Corporate Cash Efficiencies
  • Integrated Partner Introductions
Estate Planning

You have worked hard to accumulate wealth and Foster Victor was built to assist you in protecting your estate so you can leave a legacy that reflects your core values and beliefs. Together, we will develop a comprehensive plan to meet your goals and ensure your family’s financial security.

Through comprehensive estate planning analysis we work to ensure your assets are protected and distributed according to your wishes. Our team will also help you navigate the complex estate tax landscape.

Foster Victor offers:

  • Estate Planning Review & Recommendations
  • Development of a Family Purpose Statement
  • Collaboration with your advisory team – communication and meetings with outside counsel
  • Tax Mitigation Planning, Gifting Strategies, Wealth Transfer Optimization
  • Family Meeting to present explanations of family purpose, estate planning overview, family education and availability of resources
  • Coordination of Tax Attorneys
  • Asset Distribution Services

We offer recommendations for the following estate planning tools:

Base Planning

Wills, Advanced Medical Directives, Testamentary Guardians for Minors, Durable Powers of Attorney, Healthcare Powers of Attorney, asset titling and beneficiary designations are powerful tools for executing a comprehensive life and estate plan. In addition to working with your outside tax and legal professionals to meet more complex planning needs, we believe it’s important to review your base estate plan to help you see around corners and assess future obstacles or opportunities.

Revocable Living Trusts

A revocable trust allows for flexibility of design while providing for the management of your assets during life and following your death. This type of trust often permits your assets to be managed without the need for a court-ordered conservatorship if you become incapacitated; and allows assets to pass to beneficiaries outside of the potentially costly and time-consuming probate process.

Irrevocable Trusts

There are many types of irrevocable trusts, each allowing for the management of your assets to the immediate or future benefit of your loved ones. You can make gifts to this type of trust – free of gift tax up to certain limits – so that assets grow and pass to your beneficiaries without being diminished by estate taxes.

Charitable Remainder or Lead Trusts

Irrevocable trusts designed to meet your charitable giving goals while providing a set income stream or deferred principal gift to your heirs or other beneficiaries, often at a lower tax burden than gifts made outside of these trusts.

Generation-Skipping Trusts

Irrevocable trusts that endure for multiple generations so that assets can be managed for, and distributed to, grandchildren and generations beyond. This strategy frequently avoids estate and gift taxes that would apply if assets were transferred outright to each generation.

Spousal Lifetime Access Trusts

An irrevocable gift trust created by one spouse for the lifetime benefit of the other.  When properly executed, assets transferred to this type of trust are outside of the couples’ combined estate for estate tax purposes and grow estate tax free for benefit of the next generation.

Irrevocable Life Insurance Trusts

Irrevocable trusts designed specifically to hold a policy (or policies) of life insurance on an individual or couple. When properly administered, these trusts allow valuable death benefit proceeds to pass to beneficiaries estate and income tax free.

The Foster Victor team is experienced in recommending investment strategies and products that are aligned with clients’ overall financial goals. Your short-term and long-term goals are a key part of the discussion to calibrate your investments against your risk tolerance.  By looking at where you fall in the timeline of working through student debt, to wealth accumulation, to planning for strategic asset withdrawal during retirement, your personalized investment plan will be intentionally constructed to create the most impact.

Investment management and retirement planning go hand in hand.  You will receive guidance on distribution strategies to ensure your money continues to work for you once you retire.

Your Wealth Coach will review your portfolio with you regularly to ensure your investments remain aligned with your goals. The Investment Team systematically reviews fund performance and market trends to rebalance client portfolios accordingly.

You’ll benefit from:

  • Personalized asset allocation
  • Professional research
  • Flexible, high-quality investment options
  • Portfolio rebalancing to maintain your asset allocation
  • Simplified, integrated approach
  • Bespoke private market investments

At Foster Victor, we strive to help you be financially prepared for your future. One of the key parts of this goal is exploring insurance strategies. Our insurance team works diligently to ensure that you and your family’s financial well-being are protected.

The Foster Victor team is skilled in assessing risk to your financial well-being. Our team will review your current insurance coverage and walk through a need analysis to ensure the insurance coverage is adequate to meet your current and future goals. Once the review is completed, our team will make any recommendations to bridge the gap. You will have access to a robust set of insurance options:

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Estate Planning Strategies

Throughout the application process, our team will work as a liaison between you and the insurance carrier to make the process as smooth as possible. This will ensure the policy structure is accurately implemented.

Foster Victor uses insurance for protection, diversification and estate tax mitigation. We partner with several top-rated insurance carriers to ensure policy design is correct and sustainable. Working in tandem with our professional services team, we can recommend and facilitate advanced design strategies for legacy planning and asset protection.

As part of our business planning, Foster Victor also offers insurance-backed solutions to mitigate risk for business owners or provide benefits to their employees. These products include:

  • Key Person Planning
  • Buy-Sell Agreements
  • Deferred Compensation/Restricted Executive Bonus Agreements
  • Employer-Sponsored Group Life and Disability Insurance Plans

Having a dedicated insurance team is a distinct advantage for Foster Victor. Policy performance, beneficiary/ownership arrangements and total insurance coverage are reviewed on a regular basis to confirm policies are continuing to meet your needs and goals.

Holistic financial planning is the umbrella under which we provide many customized retirement, tax and estate planning engagements. Our services provide an in depth look at client’s financial standing to help them better reach their full potential. Below are some additional services that our firm provides to create a remarkable experience:

  • Budget Review
  • Charitable Giving Strategies
  • Generational Wealth Transfer Strategies
  • Creating Income Streams
  • Investment Portfolio Review
  • Real Estate Acquisition and Divestiture
  • Distribution Planning Review
  • Family Meeting with Parents, Children or other Relatives
  • Home, Auto & Umbrella Insurance Review
  • Life, Disability & LTC Insurance Review
  • Mortgage & Equity Line Review
  • RMD Planning
  • Roundtable Meeting with Team of Advisors
  • Social Security Analysis
  • Tax Planning/Investment Funding/Contributions
  • Financial Planning
  • Student Loan Analysis
  • Short Term & Long Term Goal Planning
  • Retirement Accounting Funding Strategies
  • Business Merger & Acquisition Consulting
  • Mortgage Payoff Schedules
  • Introductions to other professional service providers (Bankers, CPAs, Attorneys)
  • Portfolio Management (Dividend Growth Strategies, Balanced Strategies, etc.)
  • Retirement Plan Creation/Funding/Service
  • Document Vault Creation
  • Account Aggregation
 

The Foster Victor Family Office engagement redefines financial planning so Ultra-High Net Worth (UHNW) families can build on their success and leave a legacy for their families and communities.

Foster Victor icon

Our PURPOSE

We build life-changing relationships through gratitude, love, and world-class financial advice.

It’s hard to build a talented team. It’s even harder to make sure we are providing the highest possible value across disciplines. It can be challenging to care about every client and work tirelessly on their behalf. Our belief is that the right financial advice can change lives.

OUR TEAM

Wealth planning is a team sport.
And we’ve got a deep bench.

In order to reach the standard we set for ourselves, we needed to find exceptional professionals to implement. Thankfully, we did. Our team uses their collective insight, education and experience to provide best-in-class, concierge-level service to our clients. In other words, they’re good people. Collectively, this group of approximately 50% men and 50% women hold the following certifications:

Kylie Felker
CRCP®
President & Principal
864.720.2004
Paul Foster
CEPA™, CFP®, CPWA®, CTFA®
Principal
864.720.2001
Rob Victor
CEPA™, CFP®
Principal
864.720.2002
Sara Allen
AAMS™
Portfolio Specialist
864.720.2036
Jane Anderson
Client Strategy Coordinator
864.720.2023
Robert Barrow
JD
Associate Attorney
864-720-2021
Rand Baughman
CFP®, CIMA®
Wealth Coach
864.720.2003
Andrew Brown
CFP®
Wealth Coach
864.720.2022
Hannah Bruns
Financial Services Intern
Aliza Coleman
Client Service Specialist
864.720.2010
Rob Coleman
CFP®, ChFC®, CIMA®
Wealth Coach
864.720.2008
Tabi Cooper
CFP®
Wealth Coach
864.720.2027
Michelle DeWitt
Insurance Specialist
864-720-2024
Shannon Dougherty
Operations & Compliance Manager
864.720.2009
Andrew R. Duncan
CFA®
Portfolio Manager
864.720.2045
Yuval Ezer
CFA®
Portfolio Manager
864.720.2041
Ellie Frazier
Client Engagement Specialist
864.720.2012
Gordon Gulledge
ChFC®
Wealth Coach
864.720.2013
Jenny Hagadorn
CDFA®, CFP®
Wealth Coach
864.720.2018
Seaton Hamby
Financial Services Intern
Matthew Hart
CFA®
Portfolio Manager
864.720.2300
Hunter Hawkins
Planning Specialist
864.720.2028
Leslie Hoke-Bellus
Chief People Officer
864.720.2030
Garrett Hyer
CFP®
Wealth Coach
864.720.2014
McCreight King
CFP®, CLU®
Wealth Coach
864.720.2015
Sarah Kwon
Client Service Specialist
864.720.2039
Whitney Lovell
CPA®
Junior Tax Advisor
864-720-1219
Sarah Mansbach
Insurance Specialist
864-720-2016
Lauryn Mathis
Client Coordinator
864.720.2029
Jonathan McAdams
CFA®
Chief Investment Officer
864.720.2032
Erik Mizell
CFP®, CLU®, RICP®
Wealth Coach
864.720.2006
Wellford Moore
Relationship Manager
864.720.1222
Jackson Morrissey
Planning Specialist
864.720.2038
Emily Nelson
Planning Specialist
864.720.2026
Langdon Oliver
CFA®
Portfolio Specialist
864.720.2034
Brittany Orr
RICP®
Planning Team Lead
864.720.2005
Shawn Penland
Investment Trading Analyst
864.720.2025
Katie Sanders
CFP®, CLU®
Wealth Coach
864.720.2011
Austin Taylor
CES™, JD
Attorney
864.720.2019
Bri Thomas
Senior Client Coordinator
864.720.2017
Melissa Towe
Client Services Team Lead
864.720.2007
Katelyn Waters
Accounting & Strategy Specialist
864.720.2035
Smith Webster
CPA®
Senior Tax Advisor
864.720.2037

OUR Causes

Social Impact
Giving Back to Our Community

As a financial planning firm, we believe financial education is one of the most valuable tools someone can use to create their own success. At Foster Victor, our team gives back to the community by talking to students and organizations about the principles of financial literacy. From creating budgets to understanding credit, our team simplifies challenging concepts into actionable steps to impact people of all ages and experiences.

Educating People

So Far, We’ve Educated 7230 out of our goal of 10,000 people

From helping repair homes and replant trees after mother nature strikes to celebrating the spirit of the holidays delivering toys to hospitalized children, Foster Victor looks out for our community and environment. As a team, we take pride in “walking the walk” and giving back to the community. Creating meaningful change and being others-focused is our ongoing goal.  

Foster Victor is glad to support our community through sponsorship and financial giving. Events including the Switch Freedom Gala, the Meyer Center Polo Classic, and Artisphere are just a few of the local events where you’ll see our logo!

As a firm we are the products of strong centers of learning, and we believe in the importance of creating strong foundations for future generations.

Foster Victor is a Leadership Partner of The Hill Institute for Innovation and Entrepreneurship at Furman University.  The Institute drives progress through education, leadership development, and economic impact & mobility. 

Foster Victor is a proud supporter of the Kim S. Miller Family Enterprise Institute of South Carolina at Anderson University, whose mission is to provide education, networking, support resources and research to help family enterprises in the state.

As a financial planning firm, we believe financial education is one of the most valuable tools someone can use to create their own success. At Foster Victor, our team gives back to the community by talking to students and organizations about the principles of financial literacy. From creating budgets to understanding credit, our team simplifies challenging concepts into actionable steps to impact people of all ages and experiences.

Educating People

So Far, We’ve Educated 7230 out of our goal of 10,000 people

From helping repair homes and replant trees after mother nature strikes to celebrating the spirit of the holidays delivering toys to hospitalized children, Foster Victor looks out for our community and environment. As a team, we take pride in “walking the walk” and giving back to the community. Creating meaningful change and being others-focused is our ongoing goal.  

Foster Victor is glad to support our community through sponsorship and financial giving. Events including the Switch Freedom Gala, the Meyer Center Polo Classic, and Artisphere are just a few of the local events where you’ll see our logo!

As a firm we are the products of strong centers of learning, and we believe in the importance of creating strong foundations for future generations.

Foster Victor is a Leadership Partner of The Hill Institute for Innovation and Entrepreneurship at Furman University.  The Institute drives progress through education, leadership development, and economic impact & mobility. 

Foster Victor is a proud supporter of the Kim S. Miller Family Enterprise Institute of South Carolina at Anderson University, whose mission is to provide education, networking, support resources and research to help family enterprises in the state.

Foster Victor icon

Let’s discuss the possibilities.

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