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Who We Are

James M. Lenhoff CFP®

President

James earned a Bachelor of Science degree in Marketing from Miami University in 2000. Before joining Wealthquest, James spent five years with the Northwestern Mutual Financial Network as a Financial Representative. He spent most of that time training other Financial Representatives in financial planning techniques. James earned the right to use the CFP^® mark in 2004.

James is married with three children. He enjoys golfing and running. He is very active in service projects through his church including financial literacy education programs, and missions work in Haiti.

Financial Literacy Education, Missions to Haiti, Men’s Ministry

Invest 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 fiduciary professionals all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.