ABOUT US

The Principals at VQ Financial have a combined 40+ years in senior business and financial services roles focusing on businesses and individuals alike. VQ Financial combines unique talents that provide a wide range of experiences and expertise that allows us to provide services & guidance for any situation a business owner or individual may encounter.

 

For businesses we focus on profitability, growth, expense and tax mitigation, risk management, succession planning and owner/executive benefits.

For individuals we focus on stabilization, wealth accumulation & growth and retirement/estate planning that allows individuals to have the peace, freedom & big impact on the lives of the people and causes we love that only true financial freedom can deliver.

Contact us to find out more.

OUR SERVICES

BUSINESS

One size does not fit all when it comes to providing our clients with business planning and strategic solutions. From expense mitigation to retirement services, we provide strategies for the full spectrum of business enterprises.

We are independently owned and operated by our founding principals. This allows us the flexibility to provide objective solutions for our clients. We work with our clients’ attorneys, CPAs or other advisors to contribute to a holistic and comprehensive financial picture.  As needed, we can recommend advisors in various capacities who meet our standards for excellence.

Whether you operate in one state, one country or around the world, VQ Financial can help you minimize the cost of risk and maximize the bottom line so you can focus on what you do best - growing your business.

INDIVIDUALS

At VQ Financial we encompass every aspect of you, such as your family, business, and personal goals into your financial strategy. We help you understand your wealth, and how to preserve, grow it and plan for the future. You are our first priority and that’s why our approach is independent and objective. The wealth management strategy we develop with you will be as unique as you.

We recognize that each client and their family circumstances are unique, and require a customized investment and wealth management strategy. Our practice is built on our expertise in four areas: Wealth Management, Retirement Planning, Personal Insurance, and helping our clients prepare for expected and unexpected life events.

 
PITTSBURGH
CINCINNATI

322 North Shore Drive, STE 200

Pittsburgh, PA 15212

(412) 643-2600

1435 Vine Street

Cincinnati, OH, 45202

(513) 993-5333

David Herrman is an investment advisor representative of Elite Investment Team, LLC, a SEC-registered investment advisor. Mr. Herrman provides all investment advice through Elite Investment Team, LLC. Neither VQ Financial, LLC (dba VQ Financial Group) nor Eric Moeves are licensed to provide investment services or are associated with Elite Investment Team, LLC.

The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by VQ Financial, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered personalized investment advice for compensation.