Overview

Hello! Thank you for viewing our profile. AQuest Wealth is a holistic financial planning firm that specializes in utilizing Money Guide Pro financial planning software to identify strategies that can improve client's lives. The key to our high-end strategic work is our in-house tax team led by a CPA with his Masters' in Taxation. We have grown significantly in the last 5 years by driving organic growth and consummating 6 acquisitions utilizing our trademarked Transition to Freedom process. Not only are we THE most active firm in Michigan but Transition to Freedom process tends to compensate the Seller much more than a typical sale. Having a partner who is has significant succession experience is important, working with an expert is worth it's weight in gold. You can find out more about our process at ___

One of the biggest advantages we have when discussing an acquisition is that we have four licensed financial advisors and 7 support staff and several offices around the state. Our advisors already travel to our other locations, so adding yours won't be difficult for us. We have also directed significant assets into creating a best-in-class remote, cloud-based platform for our employees so they can work and meet with clients efficiently in our headquarters or in any other remote office location..

Although we are LPL advisors, they will permit us purchase an RIA and maintain that custodial relationship as a hybrid. We would be incredibly interested in purchasing an RIA to jump-start our foray into the hybrid model. I look forward to having you meet with the team and discussing how we can help you Transition to Freedom.

Cheers,
Dr. Jason Van Duyn CFP, ChFC, CLU, MBA

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