Who We Are

Driven by a Common Purpose

Wealthquest is a group of financial experts with a common purpose. We believe in great communication, leading with integrity, and service to others.

Our people lead with their expertise, work ethic, and character. Yet, it is the heart to serve which drives Wealthquest employees. Serving others both at work and away creates a special culture. A culture that attracts clients and employees alike.

Our advisors hold highly regarded designations in the industry, the CFP® and CFA® marks. We have:

  • 12 Certified Financial Planners
  • 2 Chartered Financial Analysts
  • 2 CPAs
  • 2 Enrolled Agents
  • 3 Registered Paraplanners

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SERVICE OFFERING
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 the best 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
 
 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000