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 focuses on individuals and families, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client billing mixes a percentage-of-AUM model with hourly and fixed-fee engagements. The adviser is not positioned as an institutional capital allocator and does not identify as an active ESG investor. It is recorded as a single-state operation rather than a multi-state adviser. Services emphasize personalized planning and discretionary portfolio management rather than large-scale institutional solutions.

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Investments & Alternatives

Location & Offices