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Goal Quest Advisors, LLC

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Client assets under management

$108,059,269

Clients

45

89% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

23

Low

Average account size

$2,401,317

About

GoalQuest serves individual clients — including everyday savers, high-net-worth individuals and families — as well as trusts, non-profit organizations, ERISA plans and privately owned businesses. The firm provides comprehensive financial planning and investment management and also accommodates standalone planning or investment-only engagements.

The firm follows a long-term, asset-allocation focused investment approach that treats markets as mostly efficient and blends active and passive funds, including use of institutional share classes where appropriate. GoalQuest emphasizes integration of planning and portfolio implementation through a structured onboarding and review process that links client accounts to a secure vault, includes tax and estate analysis, periodic rebalancing, and behavioral assessments.

What is noteworthy about GoalQuest is its relatively small advisory team managing a concentrated client base, which supports a high-touch, documented workflow that extends from detailed goals assessment to portfolio implementation and account retitling when recommended. The firm operates on a fee-only basis, does not accept commissions or performance-based fees, and formalizes client investment policies and coordination with custodians as standard practice.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning Tax-loss harvesting General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

$3,000 flat fee plus percentage of assets for combined financial planning and investment management (Level 1)

Percentage

$0 - $999,999: 0.75% $1,000,000+: 0.50%

Project-based

$200 per hour for financial planning only

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee of $3,000 for Level 1 and Level 3 services; $3,000 minimum financial planning fee for Level 2 Fee-only: Financial planning and investment management fees; no commissions or trailing fees

Main office location

Goal Quest Advisors, LLC

1000 Westlakes Drive, Suite 130

Berwyn PA 19312, United States

Number of offices

2

Most active in

More info

Pennsylvania

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 484-602-5941

Advisors at this firm

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user avatar

Lisa B

CFP®, Series 66

Berwyn, PA

Goal Quest Advisors, LLC

Lisa Broome is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. She has been with Goal Quest Advisors, LLC since 2014. GoalQuest Advisors is a fee-only Registered Investment Advisor serving individuals, families, trusts, non-profits, ERISA plans, and privately owned businesses. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, emphasizing structured planning and reporting processes for its approximately 60 clients.

General retirement planning Income planning Tax-loss harvesting General estate planning guidance Wealth management Founder/Business Owner
user avatar

Erik E

CFP®, Series 65

Berwyn, PA

Goal Quest Advisors, LLC

Erik Evans is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at GoalQuesTe, LLC since 2011. GoalQuest Advisors, LLC is a fee-only Registered Investment Advisor serving individuals, families, trusts, non-profit organizations, ERISA plans, and privately owned businesses. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, and emphasizes structured onboarding with integrated financial planning and investment management.

General retirement planning Income planning Tax-loss harvesting General estate planning guidance Wealth management Founder/Business Owner
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