Quaker Wealth Management
Quaker is a fee-based financial planning and investment management firm built upon three bedrock principles: Performance, Integrity, and Independence. As a fiduciary we must always put our clients first. We adhere to our client promise, which is helping families define success in words as well as numbers, simplifying the complexities of wealth, building deep, personal, and enduring relationships, and most importantly delivering peace of mind.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- JH
Jacqueline Hovsepian
Director of Client Experience and Marketing · Advertising & Marketing
EmailPhone - TM
Tim Miller
Certified Financial Planner · Finance & Accounting
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Quaker Wealth Management
2 distinct titles indexed · top 2 shown.
- 2certified financial planner
- 1director of client experience and marketing
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