Wealthquest

Wealthquest is a Cincinnati-based wealth management firm offering a comprehensive suite of financial services under one roof. Their services include investment management, financial planning, tax preparation, and estate planning. The mission is to provide coordinated wealth management through a unified team for a single, transparent fee.

Founded in 2006, Wealthquest manages approximately $1.8 billion in assets, serving over 4,800 clients across 44 states. The team consists of 14 advisors and 41 employees, all dedicated to delivering personalized financial strategies tailored to each client's unique needs.

Wealthquest's approach centers on integrating various financial disciplines to create a cohesive plan. By bringing together experts in investment management, financial planning, tax preparation, and estate planning, they aim to simplify the advisory process and eliminate inefficiencies often found in the industry.

The firm has been recognized for its excellence and workplace culture, earning accolades such as being named one of the Best Places to Work by the Cincinnati Business Courier and Investment News. It also ranks among the Top 300 Registered Investment Advisors (RIA) by The Financial Times.

Locations

Wealthquest operates primarily from its headquarters in Cincinnati, Ohio.

Additionally, it maintains an office in Oak Brook, Illinois.

These locations contribute to serving clients nationwide by providing comprehensive wealth management solutions tailored to individual financial goals.