in your life.
We'll do the rest.

Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of experts, all under one roof, for one simple fee.

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The Wealthquest Financial Path

Wealthquest is designed to guide you through the entire financial landscape
from initial investment decisions to establishing your legacy.
We offer a three-tiered approach to meet your specific needs, starting right now.

Investments starting at

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Investments starting at

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Investments starting above

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What We Do

We work to make our clients’ lives better every day.

You don't have to be the middleman anymore.

Even with advisors, you, the non-expert, can end up executing your own financial plan. In an endless game of telephone, important information can get lost, as you mediate between several professionals, and the whole thing never feels complete.

We take a different approach.

In house, we offer everything from tax preparation, ways to save for college, to establishing your legacy. And everything is included in one single fee. So, when you call us to discuss your dreams, there is no additional charge.

Looking at Multiple Firms?

See Why We’re Different.

50 E-Business Way
Suite 120
Cincinnati, OH 45241
Tel: 513.530.9700
Fax: 513.530.9776

Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed


2211 York Rd
Suite 210
Oak Brook, IL 60523
T: 630.581.3580
F: 513.530.9776

Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed


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Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
$5,000 - $350,000

Pay Separately

$350,000 - $2,500,000
> $2,500,000