Wealthquest - Cincinnati, Ohio

Jan R.

We have been with Wealthquest since the company was started. They have guided us to our retirement with knowledge, understanding and given us peace of mind. Dan has been an exceptional advisor and tax consultant for many years. He pays attention to details and answers our many questions. We are satisfied with all aspects of Dan and Wealthquest.

Glenn U.

I can highly recomend Wealthquest and Mike Loewe in particular as an excellent organization to place your trust in for your investment management as well as other financial services. I have had a great experience over many years now, they are very sound in their management of my investments, matching my goals with constantly changing market conditions! While I understand investment options, there is no way I could keep up with all of the dynamics. I have found that I do not need to "watch over" my funds at Wealthquest, I can trust Mike and team to do that! Glenn

Debbie W.

My family and I have been with Wealthquest for many years and have been so pleased with the services they offer. My financial advisor, Jenny Burns, is knowledgeable, attentive and such a caring person. She and the rest of the Wealthquest team answer any questions I have right away. Jenny's expertise with financial and estate planning helps me feel more organized and secure about the future. I highly recommend Wealthquest!

Anita I.

We have been clients of Wealthquest for several years, and our experience has been nothing short of exceptional. Our financial planner and tax advisor are both incredibly knowledgeable and attentive, providing us with a one-stop experience that truly meets all our financial needs. The entire team is not only professional but also kind and responsive, which gives us peace of mind knowing that our finances are in good hands. We highly recommend Wealthquest to anyone looking for a trusted partner in managing their financial journey!

Jim L.

I have been a client of Wealthquest since the day they opened their doors. It is one of the finest companies I have dealt with in any area of service. It’s the team, the atmosphere and the overall culture that all impressed me from day one. Their approach to handling all your financial needs under one platform is the best. I have not spent one minute of concern about my finances since the day we started our journey together. They are the best. If you want peace of mind I highly recommend you give them a call.

Jeffrey T.

I cannot express enough praise and more importantly confidence I have in Wealthquest and our advisor Steve King. I think it was just about 6 years ago, we were impressed with our portfolio. Now, in around 6 years later, our portfolio is just about double. Past the amazing care of our investments, Wealthquest offers financial assistance for our estate planning. And that’s not just a one time offer. We have revisited the Trust we set up just last month with no out of pocket expense. Steve has been diligent about contacting us when it is time to review our investments and consider any goals we are questioning and talk through. My favorite story was meeting with Steve when we cashed out on our second home in Ft. Lauderdale in 2016. My thought was to throw it all at the mortgage. Steve was like a therapist! He let me talk without judging my opinion. I finally got where he was going and I said, “Oh yes, it’s finance 101, diversify”. So we placed half in a brokerage account and half at the mortgage that we paid off last July in 9 years. As of January 1, I was able to retire after selling my 39 plus year old company. Steve and his colleagues had us fill out forms a couple years ago to see what it would take financially to retire and continue our same lifestyle. My partner is going to be able to take 3%/year so as to not touch principle and leave a legacy. So it’s not just financial guidance in the investment. It’s so much more, including yummy chocolates at the end of each meeting! Thank you Wealthquest and Steve King for allowing us to sleep soundly in your hands.

JT K.

I chose Wealthquest to be our financial advisors because of their integrated, holistic approach covering financial investments, estate planning, tax planning, philanthropy, multi-gen considerations, etc.

I count on Wealthquest and Dan Larson for advice or recommendations on any financially-related matter.
They’ve always been there for me when I need them, thoroughly explaining the options, and the pros and cons of each … my “go-to” guys.

Lisa K. B.

I have been with Wealthquest for over 15 years. They helped me manage my finances as a recent graduate who was starting my own business and have continued to support me throughout my career and life with each milestone. Their team of advisors are incredible listeners, help me sort through my financial goals to come up with impactful solutions, and have set me up for success. I highly recommend working with Wealthquest.