A complete list of active advisors currently associated with Wealth Quest, Ltd.
Warmer can help you find a great advisor at Wealth Quest, Ltd. or one who fits your needs even better.
WealthQuest, LTD provides fee-only financial planning to individual and business clients, with many clients originating from an affiliated certified public accounting practice. Services concentrate on personalized retirement and investment planning — including 401(k), 403(b), IRA work and asset-allocation plans using no-load mutual funds — rather than selling commission-based products. The firm delivers advice on an hourly, planning-focused basis and does not act as a discretionary portfolio manager or execute trades for clients. Recommendations are shaped around each client’s risk tolerance and objectives, and the firm assists with opening or rolling over brokerage and mutual fund accounts while clients maintain custody and place transactions through their chosen brokers. What distinguishes WealthQuest from many independent advisors is its close affiliation with an accounting firm and the principal’s dual role as a CPA and CFP with active tax-practice responsibilities, which integrates tax considerations into financial planning. The firm also departs from common AUM-based models: it does not use percentage-of-assets fees, does not custody client funds, and does not provide routine periodic account reviews as a standard service.
To learn more about the advisors currently working at Wealth Quest, Ltd., 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.
Name |
Location |
Years of experience |
|---|---|---|
Palmyra, PA
| 30
|
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