Wealthquest

Cincinnati, Ohio

5.0 (113 reviews)
Call (513) 530-9700 Visit website →

About

Wealthquest is a Cincinnati-based wealth management firm serving clients nationwide, founded by Wade K. Daniel, CFA, CFP®. The firm provides estate planning, financial planning, investment management, and tax preparation services through an integrated team operating under a single fee arrangement, rather than requiring clients to coordinate multiple independent advisors. By consolidating investment management, financial planning, tax services, and estate planning under one roof, the firm aims to align advice across disciplines and reduce coordination gaps typical in fragmented advisory relationships.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-12PM, Saturday: Closed
SEC registered
No
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