As an independent firm, Equanimity Wealth Management acts as a client advocate in the marketplace, ensuring all recommendations are from the perspective of ‘what would we do if we were the client’. We began in the business in 1992, doing comprehensive financial planning prior to making any investment recommendations to ensure client objectives remain the centerpiece of all recommendations.

Providing Holistic Wealth Management Services

As your most trusted financial advisor, it’s important that we offer you a comprehensive plan to help you pursue your financial goals and objectives. You trust us to provide a blueprint that will take you in the right direction. We’ll continually monitor and evaluate your financial plan and communicate with you in a transparent way, so you’ll know your plan is always up-to-date. Finally, we hold ourselves accountable to helping you take the necessary steps in following your financial plan.

By providing holistic financial planning services, you can be confident that your financial needs are accounted for at Equanimity Wealth Management.

Wealth Management

We will work tirelessly to help you …find yours. That may mean traveling, pursuing a hobby or second career, immersing yourself in your church or favorite charity, or spending time with your family and friends.

This requires managing your wealth in an ever-changing economic landscape and developing a financial plan that is client-centric, objective-focused, and updated regularly as circumstances change.

Have our disciplined, experience team put our decades of planning experience to work for you so you can focus living your life as you see fit, and …find yours.

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Providing Holistic Wealth Management Services

Wealth Management

Portfolio Management

Financial Planning

Risk Management

Estate Planning

Tax Planning

Qualified Plan