QuickVest utilizes industry-leading technology to create a digital investment and planning experience. With the support of a real person.

Easy account setup, 24-hour account access through mobile applications, automated portfolio management, and rebalancing, security features, and of course low fees.

Where QuickVest differs from many other digital advisor platforms, is that from the minute you sign up, you will be contacted by a dedicated advisor to answer any questions and help guide you through the setup process to make sure your investment strategy is right for you. But we don’t stop there. You will have continued access to your dedicated advisor to help answer any investment questions you have for as long as you have an account.

Another feature that sets QuickVest apart is that we don’t just limit our investment options to passive indexing strategies. In addition to more than 20 automated EFT models, we offer individual stock or ETF portfolios utilizing artificial intelligence software where we can align a portfolio around your personal investment goals and values.

Want more than just investment services and answers to your investment questions. We offer tech-forward in-depth financial planning services. Whether you have $5,000 with QuickVest or $500,000. We have flat fee pricing that won’t break the bank.