Welcome - we can't wait to meet you!
Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee. And always with your vision in mind.
It all starts with a simple conversation.
- You will have a chance to help us understand your dreams, priorities and biggest challenges.
- We’ll share a little more about how we work with our clients.
- We’ll answer any initial questions you may have about pressing issues in your financial life.
- We will help make it a fun, relational and engaging conversation.
How it Works.
1. We get to know each other over an initial call. You’ll share your dreams, priorities and biggest concerns.
2. Watch the video on the right for a snapshot of what you would experience as a client at our firm.
3. You stop worrying about money and start investing in what matters most. With our team handling all the details, you can enjoy the freedom that comes with true peace of mind.
Frequently Asked questions
All under one roof for one simple fee. That is one of our primary commitments to our clients. We provide our tax, estate planning, financial planning and investment management services for one transparent fee. Click here to visit our services page and explore which of our service models would be right for you – you can even estimate what your fee would be.
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
- Financial Paraplanner Qualified Professionals™ (FPQP)
- Retirement Income Certified Professional (RICP)
- Certified Divorce Financial Analyst (CDFA)
- Certified Financial Therapist™ (CFT-I™)
- Certified Fund Specialist (CFS)
- Certified Advisor in Senior Living (CASL)
- Certified Pension Consultant (CPC)
If you’re looking for an advisor that helps truly quiet the noise of your financial life, coordinates your planning in-house, and helps you better align your financial decisions with your values, then we’re going to get along great. The first step is just getting to know each other a bit better – no pressure, no assumptions. Schedule a no-obligation call with Joy here to get started.
We meet every client right where they are – regardless of account balance. Whether you’re just starting your financial journey or you’ve built significant wealth, we’ve built teams and service models to serve you at every season of life. Learn more about our tiered service offering, the Wealthquest Financial Path, at this page on our website.
Not sure if you're ready? We get it.
You’ve got a lot going on and it’s a big decision. Download our brochure to learn more about our team and we’ll stay in touch so that when you are ready, we’re easy to find.