Our Philosophy
Wealthquest offers comprehensive financial planning and wealth management services—everything coordinated by one team of professionals, all under one roof, for one simple fee.
You don't have to be the middleman anymore.
Without Wealthquest on your side, it’s easy to get stuck in the middle trying to manage your finances between advisors. It’s like a game of telephone-tag. No one has the whole picture, and as a result, opportunities get missed, and things just don’t get done.
We take a different approach.
We bring all of the professionals together under one roof. Your investment management, tax preparation, financial planning, and estate planning are offered here where the team is all around one table working toward your vision.
Share Wisdom
Share Wisdom
Our team is dedicated to helping clients avoid costly mistakes that can impact lives beyond just an account balance.
Trust Experience
Trust Experience
We’ve walked over 1,000 clients through unique decisions, from mergers to sudden retirement packages, to real estate ventures and family businesses.
Serve First
Serve First
We’ve built the company around the idea of inspiring service to others. We match employee charitable contributions, cover the cost of their disaster relief and missions trips, and serve together throughout our community.
Cast Vision
Cast Vision
Clients are deeply involved in the planning process. Rather than send you off to get the work done, we ask you to participate, and together we build a thoughtful plan for your future.
Build Legacy
Build Legacy
We’re big believers that there are things in life that are more valuable than money. Clients leverage wealth to elevate their relationships, fuel their passions, and establish their legacy.
Adapt to Change
Adapt to Change
Wealthquest clients enjoy the benefits of regular communication and the confidence of a plan that stays current no matter how fast life changes.
Earn Trust
Earn Trust
In contrast to most advisors, we’re built upon the industry’s highest-possible standards of fiduciary and ‘fee-only.’ The legal obligations to put your greatest interest first and to never receive a commission demonstrate our commitment to ‘client-first’.
Work Together
Work Together
Clients experience first-hand the power and convenience of having their investment advisor, financial planner, CPA, and estate planning attorney working in unison to advance their most important goals.
Simplify Complexity
Simplify Complexity
Most people spend their time running their own paperwork from CPA to Financial Planner to Insurance specialist and so on. Here, we do the running for you, right down the hall. Everything in one place means less confusion for you and less margin for error, period.
