Schedule a 15 min appointment

CREATE - a future that inspires you with our unique approach to planning.

WEALTH - is the ability to fully experience life and we empower you in living life fully.

We are a full service financial consulting firm that goes beyond what’s expected. Our client discovery sessions are designed to uncover what you really value and what you are on quest to fulfill, then we create the plan with you to keep you on course.

Our partnership with existing clients is invaluable and we enjoy the collaboration and opportunity to create plans that provide peace of mind.

CONNECT With ValuesQuest

CFP and Financial Planning Wealth Management

NOW - is the moment that matters most and we plan for tomorrow so you can live in the now.

WHY CHOOSE ValuesQuest

Welcome to ValuesQuest

  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Family Planning
  • Tax Planning
  • Asset Protection

2720 East Camelback Road Suite 200 Phoenix, AZ 85016  |   (602)765-2224  |


Our innovation and experience will help you build a practical plan for working toward your goals, no matter your level of wealth, both now and in the future. Contact us today for a complimentary, no-obligation consultation with a Certified Financial Planner™ (CFP®).

Whether you have personal financial questions or are responsible for the health of your company, call on ValuesQuest for unbiased advice and comprehensive solutions.

We have a duty of undivided loyalty to our clientele. We operate with integrity to earn the trust and confidence of our clients. We believe in continuing education and due diligence to stay abreast of our clients’ changing needs.





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