Stoney Foster, CPFA

Stoney Foster, CPFA

Financial Advisor

Stoney Foster became a Financial Advisor in 2017.

Prior to becoming a financial advisor he was a Doctor of Chiropractic where he owned and operated two successful Chiropractic Clinics. After 25 years of practicing, he decided to sell his clinics and retire. During the selling phase of those clinics, he became very interested in the financial world and decided to become a Financial Advisor.

Stoney has a similar approach to running his financial practice as he did when he was a doctor. First, he listens to his client’s needs and goals and establishes a detailed history. Secondly, he diagnoses the issues or hurdles that need to be overcome. Finally, he establishes a treatment plan to pursue each clients goals for financial success.

With Stoney’s experience as a small business owner, he focuses on business succession planning as well as portfolio management and wealth transfer with particular emphasis placed on portfolio management. He also believes in the importance of estate planning from wills to trusts, choosing an executor, tax planning and leaving a legacy.

Stoney holds Series 7 and 66 securities licenses through LPL Financial. Stoney received his CPFA (Certified Plan Fiduciary Advisor) designation in 2020, which certifies him as a retirement plan fiduciary.  He also holds his resident state Life and Disability insurance licenses.

Stoney grew up in New Mexico and Nevada. He attended the University of Nevada, Las Vegas, the University of Nevada, Reno and received his Doctorate at the University of Western States in 1996.  When he is not in the office you can find him working on his property, hiking, fishing, or enjoying all of the wonderful outdoor activities that Idaho has to offer.

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Stoney Foster Financial or LPL Financial.