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.
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GoalQueste Questions
The GoalQueste annual revenue was $1 million in 2026.
Erik Evans is the Director of Financial Planning of GoalQueste.
2 people are employed at GoalQueste.
GoalQueste is based in Berwyn, Pennsylvania.
The NAICS codes for GoalQueste are [523, 52, 5239, 52393].
The SIC codes for GoalQueste are [628, 62].
Top GoalQueste Employees
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Erik Evans
Director of Financial Planning at GoalQueste
Newtown Square, Pennsylvania, United States15
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