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.
Meet the Executive Team
Richard Siegel is co-founder and Managing Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 19 years of asset management and financial planningView profile
Greg Yocum is co-founder and Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 18 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 12 years of financial industryView profile