Unlock your full financial potential with our new book by Dr. Jason Van Duyn, CFP®, CHFC, CLU, offering invaluable insights into choosing the right financial advisor. Learn more >

The right strategy can make all the difference

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Individualized
Service Model

Your financial journey is unique. That's why our team goes the extra mile to understand your life aspirations, offering a level of personal attention that makes you feel like family.
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Independent
Fiduciary Advisors

As independent fiduciary advisors, we're not under pressure to push specific investment products or fulfill any sales quotas. This allows us to provide our clients unbiased advice focused solely on their best interests.
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Total Wealth
Management

Our team of experienced advisors, tax planners, and estate strategists work cohesively to manage all aspects of your financial situation. We remove the financial stress from your life so you can focus on enjoying it.
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Sophisticated Strategies

AQuest helps average Americans leverage the same high-end strategies the super wealthy use to grow, spend, protect, and pass on their wealth effectively.
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Fee-Based
Planning

As fee-based advisors, we provide you with greater access to a personal advisor. We are not brokers who act as salespeople, but are trusted advisors committed to your financial success.
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Client Success Stories

Trusted by clients like you

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Margaret S.

“I have worked with Jason for over 20 years and I trust him completely. He and AQuest always have my best interests in mind, and the individualized attention shown to me is unsurpassable.”

​This statement is a testimonial by a client of the financial professional as of 11/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Tom R.

“I have been a client of AQuest since 2007. Jason and his team have led us through several life/professional work changes. They are highly professional, always available to discuss strategies/tactics, and are super personable. They are not a cookie-cutter investment advisory firm, but one that takes into consideration our personal goals.”

This statement is a testimonial by a client of the financial professional as of 03/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Bill H.

“I have been a client of Aquest Wealth since its inception and with Jason Van Duyn prior to that. He and his staff at Aquest Wealth have always been knowledgeable and involved in pursuing my financial goals. They are always willing to educate and inform me with the tools to make sound financial decisions. I now have been retired for over 10 years and am grateful for the help that the AQuest team has provided”

​This statement is a testimonial by a client of the financial professional as of 11/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Start your path to financial freedom

Ready to start working towards your dream lifestyle and become confident in your financial future? Click the button below to schedule a free discovery call with our team to see if we’re a good fit for one another.

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