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Why We're Different

We know you have options, so we’re going to make it tough not to pick us. Unparalleled service. Quick response. A team devoted to your success. Bottom line? At Quo Vadis Financial, we make it our mission to be your best option.

Built on a foundation of faith, we stand apart from other firms in ways that make us proud, and our clients happy.

Behavioral Financial Counseling

We believe firmly that behavior plays a major role in a person’s overall financial success. As a behavioral financial counseling firm, our team is 100-percent committed to helping people make sense of their financial lives. Call us financial therapists. Call us financial life coaches. Either way, we are here to help guide you on a path to financial success.

Fee-Based    

As a fee-based fiduciary, our team has taken an oath to provide financial advice and guidance that is in the best interest of our clients - no matter what. That means no selling, no kick-backs, and absolutely no secrecy. We care about your current financial life, and we care even more about where it is going.

No Pre-Set Minimums    

We aren’t sure who decided that financial planning services should be reserved for the wealthy - but we are here to say otherwise. Quo Vadis Financial has no pre-set minimum asset amounts, which means that regardless of how full your piggy bank happens to be now, we will help you add to it.

Comprehensive Support    

Whether you are planning for retirement, or want to start saving for your daughter's college fund, Quo Vadis Financial is proud to offer comprehensive financial support. Our clients even have access to Andy outside of regular business hours. So if you are at the car dealership on Saturday evening and need advice, Andy is a phone call away.