Wealth Management & Financial Planning

There’s no time like the present to work on your financial future. Set yourself up for financial success on your terms. Quorum’s trusted financial advisory and wealth management partners are only a click away.

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Wealth Management & Financial Planning A large light blue icon of the letter 'Q' A light blue icon of a dollar coin

The Tools for Financial Success Are at Your Fingertips.

At Quorum, we take pride in helping our members create strategies that increase cash flow, grow wealth and protect legacies. Here are just a few of the financial tools we offer—through the support of our trusted partners—to help our members reach their goals.

Retirement Planning

Retirement Planning

Secure your future success by creating and implementing a long-term retirement strategy that works for you.
Financial Planning

Financial Planning

Stay on top of the ever-changing financial environment by planning ahead and making smart investments.
Education Planning

Education Planning

Create a strategy to set aside the money that will bring future education plans to life for you or your loved ones.
Insurance Planning

Insurance Planning

You’ve worked hard for your assets. Keep them safe by selecting the right insurance coverage for your needs.
Tax & Estate Planning

Tax & Estate Planning

Make sure your loved ones are taken care of long after you’re gone with careful tax and estate planning.
Long-Term Care Planning

Long-Term Care Planning

Start planning for your assisted care needs now so you’re not caught off-guard by costly transitions down the road.

Our Trusted Wealth Management Partners

Your wealth is personal, and so is the process of choosing a financial advisor to manage it. That’s why, unlike other financial institutions, we give our members a choice. We vetted all of the top investment companies to find the options with the best track record, fee structure and customer service, so you can manage your money with confidence.

Money Concepts

Money Concepts

Money Concepts offers a full-service financial management and investments. Through individualized, step-by-step approach, they get to know their clients. They will help you define where you are financially, where you would like to be, and most importantly, with professional experience and guidance, they will help give you the tools to get there.
Truvium Financial Group

Truvium Financial Group

Truvium has changed the conversation about money to provide clarity, coordinated planning and to systematically empower wealth accumulation. They ask the right questions to learn about you and where you want to go. How they get there sets them apart, because their focus isn’t products and transactions, but a process replacing hunches and opinion with fact-based, stress-tested plans.

Why Choose a Quorum Trusted Financial Partner?

You have many options when it comes to finding a financial advisor. Make the easy choice and let Quorum find the right expert advisory partner for you.

Fully-Vetted

Fully-Vetted

We’ve had longstanding relationships with our partners and continuously make sure your finances are in good hands.
Personal Service

Personal Service

Our partners share our commitment to personalized service. You aren’t just another folder on their desk.
Here to Help

Here to Help

At all times, if you need additional assistance or have questions, you can always turn to the Quorum team for help.

Schedule a Virtual Meeting with a Financial Advisor.

Connect with one of our investment advisors today to take a free, no-obligation look at your current portfolio and check up on your overall financial wellness. It’s just another way that we’re helping our members bank better.



Quorum will use the information you provide to schedule a discussion with a financial planner. We do not sell your information. To review our Privacy Policy, click here.
Not NCUA Insured | No Credit Union Guarantees | May Lose Value | Not a Deposit
Not Insured by any Government Agency
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Frequently Asked Questions

What is an Online Credit Union?

While banks are public, profit-driven companies designed to make money for shareholders, online credit unions are not-for-profit, cooperative financial institutions operated by members and based entirely on the web.

In an online credit union like Quorum, profits are returned to members in the form of low fees for financial products and services. A shared sense of community provides members with peace of mind and a connection to something larger than themselves, as well as loyalty and service to other members.

Online credit unions are carefully regulated and are a safe place to store your money. Just like the Federal Deposit Insurance Corporation (FDIC) insures banks, the National Credit Union Administration (NCUA) insures credit unions.

What is the difference between saving and investing?

“Saving” commonly refers to putting money in an interest-bearing account such as a savings account, checking account or term account (or certificate of deposit/CDs) administered by a financial institution and insured against failure of the financial institution by either the Federal Deposit Insurance Corp. (FDIC) for banks, or the National Credit Union Administration (NCUA) for credit unions, up to the maximum allowed by law. When you invest money, you are buying assets you hope may increase in value at a higher return than you would receive through a savings account. Investments tend to be used for longer term financial goals. Some investments include certain guarantees, and some may decrease in value. To ensure you make the right investment for you, speak with a financial advisor.

What are the fees and commissions associated with Quorum Wealth Management?

Please refer to the prospectus of each individual investment. Here you will find annual operating expenses which include management, marketing and distribution fees as well as other expenses such as administrative services. Our advisors are here to help you understand all aspects of your investment.

Are Quorum Wealth Management advisors part of Quorum?

Although not direct employees of Quorum, our trusted partners are part of the Quorum family, and we’ve had longstanding relationships with each firm. Our partners understand Quorum’s banking products and services, and can help you resolve issues any questions you may have with your Quorum accounts, while Quorum can help you to resolve any issues you may experience on the wealth management side.