The ARQ Wealth Advantage
Our firm’s mission is to deliver exceptional service, implement customized portfolio solutions, and assess fees below the industry average.
The personalized level of attention our clients receive is the cornerstone of our business, and because we are a “fee-only” firm, we act in our clients’ best interests. We receive no third-party compensation, and all recommendations are completely unbiased.
Whether you are accumulating wealth for retirement or need an income strategy during retirement, ARQ Wealth Advisors is dedicated to achieving your financial goals.
Richard Siegel is co-founder and Managing Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 21 years of asset management and financial planning.View profile
Greg Yocum is co-founder and Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 19 years of asset management and financial planning experience.View profile
James N. Robinson (Jay) is co-founder and Partner of ARQ Wealth Advisors, LLC. He is a Series 65 licensed financial advisor with 14 years of financial industry.View profile
IT Project Manager
Since the inception of ARQ Wealth in 2008, Melissa’s husband and Managing Partner, Rich Siegel, would continually ask her for help with his firm’s technology support. She has worked behind the scenes on various projects and encouraged the firm to utilize the cloud when choosing their financial applications and technology infrastructure.View profile
Client Support Specialist
Rachel Nelson joined ARQ Wealth Advisors, LLC in early 2017 serving as the firm’s Client Support Specialist. Rachel wears many hats in her role including scheduling client appointments, coordinating events, database management, and serving as liaison between the firm and its custodian, TD Ameritrade.View profile