Why We’re Different

  • Our coordinated approach is the opposite of how most of the industry operates.

    When you work with multiple advisors at different firms, the cost structure can be higher, and there can be a large gap in the process. It’s up to you to coordinate the advice across your tax, investment, and estate advisors.

    This broken system is why we decided to start Wealthquest nearly a decade ago. Wealthquest combines critical expertise under one roof, so you can focus on living your life.

  • As fiduciaries, we are legally bound to act in your best interests. And that’s not the norm.

    Wealthquest is a Registered Investment Advisor, with wide-ranging expertise. We are held to different standards than brokers. Unlike commission brokers and bank salespeople, our first duty is to our clients. We align our interests with yours, and focus  on serving you. We collect no mutual fund sales loads, no trading commissions, and no soft dollars. We are only compensated by our clients–and that’s our incentive for serving each client well.

  • There are no lone wolves here.

    One person can’t possibly have all the answers you need. So, we’ve assembled a team with expertise covering critical strategic areas. We work together to proactively assess and manage your plan. And, we make investment decisions by committee, leveraging our collective expertise to generate the best advice. Our model aligns our interests with yours and pushes us to work hard for every client.

  • We take care of people.

    People don’t care how much you know until they know how much you care.  We’ve built the office around the idea of inspiring service to others. We encourage our staff to be involved in their community, and we close at noon on Fridays to enable them to invest in their families.  We also encourage them to be a part of a greater mission.  We match our employees charitable contributions, and pay for them to go on missions trips and relief aid trips. We’ve found that a culture of service brings the best service to our clients.

  • Our experience, our clients, and our results show that our coordinated approach works.

    We’ve grown from 60 million in assets under management to more than 900 million. We’ve helped more than 1,000 clients plan for their family’s future, create legacies, and enjoy peace of mind–knowing that people of integrity are looking out for them.

Our services go beyond investments.

See what we offer

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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