
NATHAN HARRISON
With a robust background as a Financial Planner at Quest Agency Wealth Management, my expertise lies in delivering personalized retirement solutions and managing comprehensive employee benefits. My work reflects a commitment to empowering clients through informed financial decisions and strategic wealth planning. At Quest Agency, our approach is tailored to each individual's unique convictions and financial landscape, ensuring their goals are met with precision, aligned with their core values, and foresight.
Collaborating closely with business owners and individuals alike, As a member of The Resource Group*, my mission is to demystify complex financial scenarios, making wealth management accessible and understandable. With specialized certifications, such as the Certified Financial Planner, Chartered Retirement Planning Counselor, Certified Business Exit Consultant, & Behavioral Financial Advice my team provides the expertise to navigate the intricacies of wealth management, retirement planning, employee benefits, insurance, and legacy. Together, we forge a path toward financial security and success, backed by years of dedicated service and a passion for excellence in financial advising.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
Please do not send any trading or transaction instructions through this email. They will not be executed. Please call the Osaic FA trade desk at 1-800-237-3813.
This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient; any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.
See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.
CRN-4504854-031122
*The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic FA.
With a robust background as a Financial Planner at Quest Agency Wealth Management, my expertise lies in delivering personalized retirement solutions and managing comprehensive employee benefits. My work reflects a commitment to empowering clients through informed financial decisions and strategic wealth planning. At Quest Agency, our approach is tailored to each individual's unique convictions and financial landscape, ensuring their goals are met with precision, aligned with their core values, and foresight.
Collaborating closely with business owners and individuals alike, As a member of The Resource Group*, my mission is to demystify complex financial scenarios, making wealth management accessible and understandable. With specialized certifications, such as the Certified Financial Planner, Chartered Retirement Planning Counselor, Certified Business Exit Consultant, & Behavioral Financial Advice my team provides the expertise to navigate the intricacies of wealth management, retirement planning, employee benefits, insurance, and legacy. Together, we forge a path toward financial security and success, backed by years of dedicated service and a passion for excellence in financial advising.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
Please do not send any trading or transaction instructions through this email. They will not be executed. Please call the Osaic FA trade desk at 1-800-237-3813.
This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient; any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.
See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.
CRN-4504854-031122
*The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic FA.
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- Website:
https://www.questagency.com - Phone: 346-336-6541
- City: Tomball
- State: Texas
- Postal Code: 77375
- Country: United States
- Designations:
- Markets Served:
- Company Name: Quest Agency Wealth Management
NATHAN HARRISON

Issue One: The Annual Exit Magazine

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The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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2025 Webinar Series

5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

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Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

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CEPA Development Scorecard

CEPA: 2024 APR | Online

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CEPA: 2024 JAN | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
