Wealthquest offers comprehensive financial planning and wealth management services—everything coordinated by a single team, under one roof, for one simple fee.
You don't have to be the middleman anymore.
Even with the best advisors, you, the non-expert, can end up executing your own financial plan. In an endless game of telephone, important information can get lost, as you mediate between several professionals, and the whole thing never feels complete.
We take a different approach.
In house, we offer everything from tax preparation, to ways to save for college, to establishing your legacy. And everything is included in one single fee. So, when you call us to discuss your dreams, there is no additional charge.