Blankinship & Foster, LLC

ABOUT US

Blankinship & Foster, LLC is an independent, fee-only Family Wealth Advisory firm. We were founded in 1989 as a general partnership and reorganized as a California Limited Liability Company (LLC) in 2007.

Our firm’s national reputation for excellence is based on our long-term commitment to the financial planning process, the financial planning profession, and responsible investment management.  We are dedicated to upholding the highest standards of objectivity and ethical behavior. We are fiduciaries, holding our clients’ interests above our own.

Since 1974, our firm and its predecessor, Blankinship & Associates, have provided financial planning and investment management to help families better manage their current and future wealth.  Blankinship & Foster has been repeatedly named as one of the nation’s Top Wealth Managers by Worth magazine and has also been recognized by Medical Economics, Wealth Manager, Financial Advisor, and other industry publications.*

WHAT WE DO

We help clients reach their life goals by assisting them in the evaluation and proper management of their financial resources.  We work with clients to analyze their total financial situation, create action plans, and then assist in executing these plans.  We design, implement and manage investment portfolios to support our clients’ goals and objectives.

Our investment management is ongoing, and we revisit the financial plan periodically to ensure our clients are still on the right track.  In essence, we help families to better manage their current and future wealth.

OUR CLIENTS

Our clients come from all walks of life and are of all ages. What they share is the realization that they can and should coordinate today's financial decisions in order to realize the best tomorrow has to offer. Our clients are intelligent, busy people who appreciate  advice and professional service.

*Clients and prospective clients should understand that recognition by any of the above publications, while gratifying: (1) should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage or continue to engage the adviser's services; (2) should not be construed as a current or past endorsement of the adviser by any of its clients; and (3) may be based, exclusively or in part, on information prepared and submitted by the recognized adviser.