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Why AQUEST Wealth Strategies?

True Independence

We are independent financial advisors with LPL Financial, the largest independent broker/dealer for the last consecutive 19 years.* As independent advisors, the AQUEST team isn't under pressure to push certain products or to fulfill any sales quotas, allowing us to provide our clients professional and truly unbiased advice. Further, AQuest does not offer any proprietary securities or insurance.

Total Wealth Management

Although each financial product and service is important in its own right, the goal of the AQUEST team is the cohesive management of every aspect of your financial situation. By taking a holistic approach to managing your total financial situation, AQUEST is able to help you pursue all your financial goals and not just address one area of your complex financial life. By respecting the interdependence of your financial aspirations and the resources available to pursue those goals, we help maximize the allocation of your resources. AQUEST provides our clients with tax planning, risk management, retirement planning, investment planning, debt management and estate planning.

In the event that we are unable to provide the service needed, we will work with our expansive network of trusted professionals to connect you with the right resource.

Professionalism and Experience

The AQuest Team has been in the financial services industry since the late 1990’s. During their tenure providing strategies for client’s goals, they have earned three industry credentials: including

  • CERTIFIED FINANCIAL PLANNER™
  • Doctorate of Business Administration
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Master's in Business Administration
  • Masters in taxation
  • Certified Public Accountant

Superior Service Model

AQUEST offers a total wealth management approach, which requires a high level of client contact. In addition to investments, many AQUEST clients fulfill multiple financial needs with products offered by other members of the team through LPL Financial. With this wide breadth of products available, we are able to have fewer clients per advisor, therefore affording them more time to spend helping each client work toward their financial goals. We think this service model also allows us to be better able to anticipate the unique needs of our clients, which can potentially help them avoid roadblocks to their success.

Open architecture investment platforms

As independent financial advisors, we have access to the known universe of investment products. This open architecture enables the client to choose the compensation structure of their account. Clients are able to choose between a commission product or a fee-based model based on what they are most comfortable with. Fee-based asset managment is offered through LPL Financial.

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2014