Invest In Your Life.

We’ll Do The Rest.

We’ve helped hundreds of families gain clarity on where they stand today so that they can focus on the roles in life that only they can play - spouse, parent, leader, and friend.

Our Journey

Wealthquest began from the awareness that the financial services industry was inefficient when it came to serving its clients. Since bringing innovative, coordinated solutions to the families we serve, word has spread, and we're committed to rescuing as many families from the broken financial industry as we can.

Our Journey

Wealthquest began from the awareness that the financial services industry was inefficient when it came to serving its clients. Since bringing innovative, coordinated solutions to the families we serve, word has spread, and we're committed to rescuing as many families from the broken financial industry as we can.

Where Our Clients Reside

Wealthquest currently serves clients across 44 states.
Our clients are represented in almost every state
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Wealthquest has been recognized as one of the Best Places to Work by both Cincinnati Business Courier and Investment News, a Top 300 RIA by The Financial Times, and a Top 100 Wealth Manager by RIA Channel.
Cincinnati Business Courier "Best Places To Work 2019” was published in September 2019. Investment News “Best Places to Work For Financial Advisors” was published in 2023. Investment News “Fastest Growing RIA in Ohio was published in June 2019. Financial Times “Top 300 RIA” was published in July 2020. RIA Channel “Top 100 Wealth Managers” was published in 2019.

For additional information regarding any of the third-party rankings listed above, please click the individual thumbnails to learn more about the ranking process and related criteria.  Please note, Wealthquest did not pay a fee to be included in any of the rankings, but does subscribe to services offered by the third parties listed.
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