Who We Are

Wade K. Daniel CFA, CFP®

Chief Executive Officer

Wade earned his Bachelor of Science degree in Chemical Engineering from the University of Cincinnati in 1990. During this time, he accumulated three years of service with the General Electric Company. He left GE upon graduation to join Procter & Gamble, which afforded him the opportunity to develop his skills in engineering and corporate finance. In 1996, Wade left P&G to focus his career on personal finance, eventually assuming the role of CEO of Wealthquest.

Wade earned the right to use the Certified Financial Planner® (CFP®) mark in 1999. He then spent the next three years earning the Chartered Financial Analyst® (CFA) designation, recognized around the world as a premiere designation in investment analysis and management.

Wade is married and has three daughters and two sons. He enjoys skiing and is a certified diver. He has devoted significant time and effort to several local and international charities, including missions work in Haiti, Africa and Mexico.

Missions in Haiti, Africa, and Mexico



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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 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