GOAL QUEST ADVISORS, LLC

Overview

Goal Quest Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s client focus is individuals and families, and its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and one-off planning work. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices