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Our Story

The story of Fundamental Wealth Advisors began over 25 years ago with an idea and an opportunity. The idea was presented by a banker friend who wanted to bring investment services to his family owned bank. This was a new concept in community banks, but then again, The First National Bank of Bryan had always been on the cutting edge of developing innovative ways to serve their customers. The opportunity came to Foster as he was looking to serve clients with a broader range of financial services and investment options. The banker friend approached Foster and asked him to research and launch a new investment program for bank customers.

Three short years later, Foster and his new partner, Nan, recognized that more support was required to serve the needs of their clients. They decided to partner with PrimeVest Financial Services, now Cetera Investment Services, to provide brokerage and advisory services. Now after 24 years, Foster and Nan still trust Cetera to provide the consistent and dependable foundation on which to build their practice.

In 2007 The First National Bank was sold. Foster and Nan moved their practice and loyal clients to First Victoria National Bank, which later became Prosperity Bank. This was a very important time as we established many new relationships and the practice continued to grow and thrive.

Fast forward to November 2nd of 2016… this is the day that Nan and Foster established Fundamental Wealth Advisors, an independent firm providing wealth management and financial advice. Our original aspiration in 1992 was to provide expert advice combined with servant leadership to anyone that places their trust in us… this remains the same today. We are blessed to serve and that is evident by the growth of our practice and the generational expansion of the clients we serve.