GoalQuest Advisors, LLC

Financial planner in Berwyn, PA (show on map)

GoalQueste is a full-service financial advisory firm dedicated to being human, objective, transparent and affordable. They are a fee-only firm and accept no commissions.

Call (484) 602-5941

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About

GoalQueste is a full-service financial advisory firm dedicated to being human, objective, transparent and affordable. They are a fee-only firm and accept no commissions of any shape or form from any investment, insurance, or other financial product companies.

GoalQueste advisors are fiduciaries who can help plan for retirement, homeownership, college expenses, insurance strategy, estate and will planning, and more. They serve only U.S. citizens and permanent residents.

Fee-only firm - no commissions ever

Fiduciary standard - highest legal standard

No minimum income or asset level requirement

Money-back guarantee if cancelled within first 30 days

Objective, transparent, and affordable approach

Services

Financial Planning

Comprehensive financial planning services including retirement planning, homeownership planning, college expense planning, insurance strategy, estate and will planning, and more.

Retirement Planning Homeownership Planning College Expense Planning Insurance Strategy Estate and Will Planning

Portfolio Management

Optional Portfolio Management services where GoalQueste provides advice but never takes direct custody of client money.

Credentials & Certifications

SEC Registered Investment Advisor

Frequently Asked Questions

What does fee-only mean at GoalQueste? +

Fee-only means that GoalQueste will never accept commissions in any shape or form from any investments, insurance, or other financial product companies. Many financial advisors DO accept commissions which may reduce their objectivity while drastically increasing client costs.

What is the fiduciary standard at GoalQueste? +

The Fiduciary Standard is the highest legal standard for financial advisors. By following this standard, GoalQueste is bound by law to act only in clients' best interests and to avoid all conflicts of interest. Most financial advisory firms do not operate under this standard.

Is there a minimum income or asset level requirement? +

No! Unlike many financial advisors, GoalQueste does not maintain a minimum income or asset level requirement. GoalQueste is designed to provide financial planning for everyone, regardless of income or asset level.

Where is GoalQueste located? +

GoalQueste is located at 1000 Westlakes Drive, Suite 130, Berwyn, PA 19312.

How long does it take to complete a financial plan? +

It takes about one month to complete the Financial Plan portion of the advisory process. However, many clients find that they would like more time and may take as long as several weeks to a few months.