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Our Story

Our History

Our History

The story of Fundamental Wealth Advisors began over 32 years ago when a banker friend approached Foster with an idea to introduce investment services to their family-owned bank, The First National Bank of Bryan. Recognizing the opportunity to expand their financial offerings, Foster and his partner, Nan, engaged PrimeVest Financial Services (now Cetera Investment Services) to provide brokerage and advisory services. Their practice continued to grow and thrive over the years as they continued to build relationships and expand their client base. On November 2, 2016, Nan and Foster established Fundamental Wealth Advisors, an independent firm dedicated to providing wealth management and financial advice rooted in servant leadership.

Where We Are Today

Where We Are Today

Fundamental Wealth Advisors stands today as an independent firm specializing in wealth management and financial advice. Since our inception in 1992, our team has expanded and so have the services we provide. However, our core mission remains unchanged: to offer sound advice coupled with servant leadership to all who entrust us. Our firm's progression alongside the expansion of our long-lasting client base is a testament to our dedication to service and the trust placed in us.

Our Values

At Fundamental Wealth Advisors, our values form the bedrock of our mission. United by trust, compassion, and above all, service, we prioritize building strong relationships with clients, partners, and team members. Trust is the cornerstone of our interactions, grounded in integrity, transparency, and reliability. Compassion infuses every aspect of our work, driving us to approach each task with empathy, kindness, and a genuine desire to positively impact our clients' lives. Service is not merely a duty; it defines our identity. We continuously strive to exceed expectations, whether for our clients, partners, or communities. Our unwavering commitment to exceptional service not only distinguishes us but also propels us forward.

Meet Your Team