GoalQueste Information

GoalQueste is a fee-only wealth management firm. Our advisors provide clients with goal-based, comprehensive financial planning, portfolio management and ongoing feedback to help them achieve long-term financial security. Wholly owned and operated by its employees since 2011, GoalQueste is registered under the Securities Commission of Pennsylvania, with its principal offices located in Newtown Square (Greater Philadelphia Area). GoalQueste specializes in providing customized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and businesses. GoalQueste distinguishes itself from traditional investment advisory firms by providing services to not only meet clients’ investment needs, but also tax, estate planning, risk management, retirement planning and business development needs.