• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Equanimity (n.)

    e·qua·nim·i·ty \ˌē-kwə-ˈni-mə-tē,\mental calmness, composure, and evenness of temper, especially in a difficult situation.

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  • Providing quality service

    and proactive advice since 1992.

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Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Process-driven, our disciplined investment process results in a portfolio specifically designed to meet your financial objectives. Learn More

Risk Management

We will analyze existing or needed coverage to protect your family or business’s years of investing and hard work. Learn more

Tax Planning

Proactive ideas as a result of a coordinated approach among professionals is just one example of how our clients benefit by our consideration of tax implications of their wealth plans. Learn more


Wealth Planning

Our disciplined, experienced team will help you identify and prioritize your objectives, creating a personalized plan. Learn more

Estate Planning

Our estate planning team is here to help you. Without an up-to-date estate plan, your life’s work may not pass to your heirs and desired charities in an efficient and effective manner. Learn more

Qualified Plan

Our seasoned team is prepared to help you reduce your qualified plan’s fiduciary risks, while educating your employees with strategies on preparing for retirement. Learn more

Personalized Wealth Management

…find yours™

Equanimity Wealth Management’s mission is to gain a complete understanding of our clients’ dreams, aspirations, and time frames. It allows us to say: “This is what WE would do if we were YOU, based on our research, experience, and resources.” As one of the most experienced wealth management firms in East Lansing, Michigan, we have been serving affluent families, business owners, executives, and institutions for over 20 years. Our team is dedicated to providing the highest level of service for our local and national clients in financial planning, investment management, and qualified plan consulting. Contact us today and let Equanimity Wealth Management help you on your unique journey as you …find yours.™

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Equanimity Wealth Management is headquartered in East Lansing, Michigan with access to resources across the country. Contact us today to speak with a wealth advisor or financial professional.

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Equanimity Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary October 24, 2016

Investors enjoyed some positive momentum last week after suffering losses the week prior. All broad global benchmarks ended the week up at varying degrees. Internationally, Japan’s Nikkei 225 Average was the clear outperformer, closing up 2.45% for the week, while European equities, as measured by the MSCI Europe Index, were up just 0.08%. Read more

2016 4th Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Monthly Newsletter
Monthly Investment Review: September 2016

Reviewing our domestic markets for September, large-cap equities struggled with the Dow Jones Industrial Average and S&P 500 Index ending the month down 0.5% and 0.12%, respectively. Read more

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Be a Math Teacher and Prepare Your ...

Published by Don Hagan and the Carson Institutional Alliance Investment Committee

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical. Read more

US News v2
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

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Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • Complex Financial Planning

    Published by Ben Goethel, Director of Wealth Enhancement, and the Carson Institutional Alliance Investment Committee

    Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best? Read more

    Weekly Market Commentary
  • Weekly Market Commentary October 17, 2016

    Markets across the world retreated last week, giving up some of their year-to-date gains. Domestically, all three of the major indices closed last week in the red with the NASDAQ Composite the clear underperformer at -1.46% for the week. Read more

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