Dallas, TX Office
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EQ Wealth Advisors
Team
Firm-wide stats for EQ Wealth Advisors
About
EQ Wealth Advisors provides discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory to individuals (including high‑net‑worth clients), trusts, foundations, and employer‑sponsored plans. The firm also offers tax planning and income tax preparation under a separate engagement and provides advice on other financial products as part of client relationships.
The firm takes an active, tactical approach that mixes ETFs, mutual funds, individual equities and fixed income, and — where suitable — alternative and private investments, with regular rebalancing and tax‑aware trading such as tax‑loss harvesting. Advisors use third‑party platforms and research (Black Diamond, Morningstar, eMoney) to model allocations, execute block trades, and monitor accounts in keeping with client objectives and constraints.
EQ Wealth is notable for a relatively small advisory staff managing a large asset base, and several supervised persons are licensed insurance agents who may receive commissions for insurance sales — a practice the brochure discloses and addresses as a potential conflict. The firm’s recent formal addition of tax preparation services and its willingness to recommend nontraditional products (including private alternative investments and certain digital‑asset-related offerings) further distinguish its service mix from many peer team firms.
Based on EQ Wealth Advisors
Expertise
Based on EQ Wealth Advisors
Location
10000 North Central Express Way, Suite 1350
Dallas TX 75231
Advisors at this office
2
Advisors at this office
Gary A
ChFC®, Series 63
Dallas, TX
EQ Wealth Advisors
Gary Ahr is a ChFC® professional with 45 years of experience in the financial services industry. He joined EQ Wealth Advisors in 2023 after spending 25 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also licensed as an agent involved in the sale of fixed life and health insurance and offers life settlements. EQ Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that includes a mix of ETFs, mutual funds, individual securities, fixed income, and alternative investments, alongside tax-aware strategies and third-party research tools.
Toby H
Series 66
Dallas, TX
EQ Wealth Advisors
Toby Harris is a financial advisor at EQ Wealth Advisors in Dallas, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. EQ Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach combining ETFs, mutual funds, individual equities, fixed income, and alternative investments, along with tax-aware trading and regular rebalancing.
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