A complete list of active advisors currently associated with ViaQuest Advisors LLC

Warmer can help you find a great advisor at ViaQuest Advisors LLC or one who fits your needs even better.

ViaQuest Advisors LLC is an SEC-registered investment adviser managing roughly $174 million with a three-advisor team, serving individuals, high‑net‑worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, including plan‑level advice and participant‑level assistance for employee benefit plans. The firm constructs individualized investment plans and typically implements them on a discretionary basis, combining long‑ and short‑term purchases within a strategic asset allocation framework. Its investment process draws on a broad set of analytical methods — including charting, fundamental and technical analysis, cyclical and economic reviews — and may use ETFs (including buffered ETFs) and indirect exposure to the digital‑assets space via publicly traded companies and ETFs. Distinctive features include being a recently formed firm (established in 2024) that manages a relatively large asset base for a small advisor group, and offering pension consulting alongside individual portfolio management. The firm also discloses that some advisers are licensed to sell insurance (which can create commission conflicts), generally directs clients to firm‑recommended custodians rather than client‑directed brokerage, and leaves proxy‑voting decisions to clients.

To learn more about the advisors currently working at ViaQuest Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.