What you need—no more, no less.
Quo Vadis is committed to your financial well-being—today and ongoing. We want to be your financial “go-to”; we’re here to listen, advise and coach—not sell. Because we’re independent we don’t have quotas or company contracts—so you’re never obligated and you’ll never see a sales pitch. You will get what you need—no more, no less.
Our clients receive individualized financial plans along with expert assistance to put their plans into action. To offer the utmost service, we’ve assembled a trusted team of professionals, making us a “one-stop” financial shop. We’re not only equipped to help with your immediate needs; Quo Vadis can also ensure you’re planning for all the different seasons of life.
- Managed accounts
- Individual brokerage accounts
- Personalized portfolios (e.g., mutual funds, socially responsible and faith-based investment options)
- Long-term Care
- Property & Casualty
- Fixed/Variable Annuities
- Certified Financial Planner
- Certified Financial Analyst
- Chartered Financial Consultant
- Certified Public Accountant
- Enrolled Agents
- Estate Planning Attorneys
- Mortgage Consultants
- Property & Casualty Agents