Wealthquest

10/22/2026

Exciting news! Wealthquest has again been recognized as one of the Top 100 Financial Advisory Firms in the nation by CNBC!

Our mission has always been simple: empower our clients through comprehensive, coordinated financial guidance. We are deeply grateful for the trust our client family continues to place in us year after year.

Check out the blog at the link: https://www.wqcorp.com/blog/wealthquest-recognized-on-cnbcs-financial-advisor-100-list-for-the-second-consecutive-year

[Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wealthquest is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Wealthquest by any of its clients.
Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.]

10/13/2026

Testimonial Tuesday: Exceptional Care Since Day One 💼🌟

At Wealthquest, our mission has always been to simplify our clients' financial lives by managing every piece of their financial picture—investments, tax, and estate planning—under one platform. But true success comes down to our team, our culture, and the peace of mind we build together.

A huge thank you to Jim, a client with us since day one in 2006, for the incredible kind words and two decades of trust! We are so honored to be a part of your journey.

Discover the Wealthquest difference:
https://www.wqcorp.com/what-we-do

*Full disclosure in company

10/12/2026

Meet Michael T. Moore, Jr.! Helping families manage their wealth since 1987, Michael brings nearly four decades of financial experience to the Wealthquest team.

As a wealth advisor, Michael focuses on holistic financial planning, including the integration of corporate benefits into clients' broader financial plans. He has experience with P&G and GE benefit structures. He collaborates with investment, tax, and estate planning professionals to help clients coordinate decisions across their financial lives.

Outside the office, Michael is married with three children, an avid scuba diver, and a chief cheerleader for his wife's passion for running marathons. He also enjoys photography and supporting the local arts; both as a patron and a volunteer usher for Cincinnati Playhouse in the Park and Memorial Hall, as well as founding the arts support group, themusicminions.

Thank you, Michael, for your dedicated service, leadership, and unwavering commitment to helping our clients achieve their financial goals!

*Full disclosure in company overview.

10/09/2026

Protect your hard-earned wealth from modern scams.🚨

In today's digital world, financial scams are becoming more sophisticated than ever. Join us for a special Wealthquest event featuring insights from Elizabeth Buhr and Tricia Powell!

What you'll learn:
• How to spot the latest digital and financial scams
• Simple steps to protect your personal information and accounts
• What to do if you suspect you've been targeted

When: November 5th from 11:30 am - 1:00 pm
Where: Wealthquest Learning Center
Save Your Spot: https://www.wqcorp.com/resources/events

Don't leave your security to chance-bring a friend or family member and build your defense together!

*Full disclosure in company overview.

10/06/2026

Thank you to everyone who joined us for our event on using prenuptial and postnuptial agreements to protect family wealth, business interests, and long-term estate goals. Special thanks to KMK Law attorneys Kourtney Brueckner and Taylor Baumeister for sharing their expertise!

Missed the live discussion or want to revisit the insights? The full event recap and video are now available!

Watch the recap on YouTube:
https://www.youtube.com/watch?v=1sV2FCoY8ds

*Full disclosure in company overview.

Are prenuptial and postnuptial agreements part of your family’s wea...

09/29/2026

09/25/2026

Why manage your finances through separate firms when you can work with a single team that's aligned on your goals?

Having your financial planning, investment management, estate planning, and tax planning handled in-house creates true integration, eliminating friction and maximizing your wealth potential.

Discover the full value of a unified financial approach:
https://www.wqcorp.com/resources/faq/wealthquest-faq---whats-the-value-of-having-taxes-investments-estate-planning-and-financial-planning-done-in-house-by-a-single-firm

09/22/2026

Navigating your financial future doesn't have to be complex.

Wealthquest offers a unified, comprehensive approach by seamlessly integrating financial planning, investment management, estate planning, and tax planning under one roof.

Learn more about how our integrated services can help you reach your goals:
https://www.wqcorp.com/what-we-do

*Full disclosure in company overview.

09/18/2026

Is your family getting a head start on scholarship dollars? ✏️

Back-to-school season is a busy time with school supplies to buy, sports teams to sign up for, and lunches to pack. It's also the perfect time to start thinking about funding your child's college education! But how early is too early to prepare?

From academic honors and volunteer hours to leadership roles and work experience, setting aside just 15 minutes at the end of each semester to update a tracker can make all the difference when senior year rolls around.

Plus, don't miss the local opportunities right in front of you! Local organizations, service clubs, and employers often have smaller scholarship applicant pools providing higher odds of winning.

Want a deeper breakdown? Click the link below to watch the video!

(P.S. Keep an eye out—an upcoming blog post with full insights and step-by-step scholarship planning strategies will be going live on our website soon!) - -

Watch the video here:
[https://www.wlwt.com/article/money-monday-financial-expert-advice-families-
paying-college/73395184

*Full disclosure in company overview.

09/15/2026

Are you actually getting a return on your financial advisor?

It's a fair question. Working with an advisor should make your life easier and your money work harder, not just add another fee to your bank statement.

The real decision comes down to balancing two types of returns against your total costs:
• Quantitative Value: Measurable gains like tax-smart strategies, optimized investment portfolios, and cost-effective planning.
• Qualitative Value: Saved time, total peace of mind, and having an expert guide you through life's biggest financial decisions.

If the value on both sides isn't outweighing the expense, it might be time to rethink your strategy.

Read our full guide to see if working with an advisor is right for you: https://www.wqcorp.com/resources/faq/wealthquest-faq---is-hiring-a-financial-advisor-worth-it