Goal Quest Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GoalQuest Advisors is a small, fee‑only registered investment adviser that manages roughly $109 million for about 45 clients and serves individuals, high‑net‑worth families, trusts, non‑profit organizations, privately owned businesses and ERISA pension/profit‑sharing plans. The firm offers comprehensive financial planning, discretionary investment management and pension consulting, and also provides standalone planning or investment‑only engagements.
The firm’s investment philosophy treats markets as largely efficient and prioritizes disciplined asset allocation and broad diversification, using mutual funds and ETFs with a mix of active and passive strategies while minimizing trading and market timing. Financial planning is integrated with portfolio design and ongoing management: accounts and liabilities are linked to real‑time planning software, and analyses commonly include cash‑flow, tax, insurance and estate considerations supported by a secure client vault.
Compared with many independent RIAs, GoalQuest’s notable distinctions are its work with ERISA plans and pension consulting and its small multi‑person structure rather than a solo‑advisor model, both of which are less common among peers. The firm documents a repeatable onboarding and service‑level workflow (combined planning/investment, planning‑only, investment‑only), operates under written fiduciary and compliance policies, and recommends a national custodian for custody and trade execution.
Client services
Expertise
Fee options
Flat $3,000 minimum annual fee for combined Financial Planning and Investment Management (Level 1)
$0 - $999,999: 0.75% $1,000,000+: 0.50%
$200 per hour for Financial Planning Only services
Account minimum: $250,000 Minimum fee: $3,000 minimum annual fee for Levels 1 and 3; $3,000 minimum financial planning fee for Level 2 Fee-only: Financial Planning Only: $200 per hour, $3,000 minimum fee
Main office
1000 Westlakes Drive, Suite 130
Berwyn PA 19312
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Goal Quest Advisors, LLC · Goal Queste, LLC · Goalquest Advisors, LLC · Goalqueste
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Lucas Z
Series 65
Berwyn, PA
Goal Quest Advisors, LLC
Lucas Zaba is a financial advisor at Goal Quest Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Camelback Resort and was a student for ten years. Goal Quest Advisors is an independent, fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, high-net-worth families, trusts, non-profit organizations, privately owned businesses, and ERISA pension/profit-sharing plans. The firm emphasizes disciplined asset allocation and broad diversification, integrating financial planning with portfolio management and offering pension consulting services.
Erik E
CFP®, Series 65
Berwyn, PA
Goal Quest Advisors, LLC
Erik Evans is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is the sole advisor at Goal Quest Advisors, LLC, where he has worked since 2011. GoalQuest Advisors is a fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, families, trusts, non-profits, privately owned businesses, and ERISA pension/profit-sharing plans. The firm combines comprehensive financial planning with discretionary investment management, emphasizing disciplined asset allocation, broad diversification, and a mix of active and passive strategies.
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