A complete list of active advisors currently associated with Equal Path Investments

Warmer can help you find a great advisor at Equal Path Investments or one who fits your needs even better.

Equal Path Investments serves individuals (including high‑net‑worth clients), charitable organizations, and businesses with project‑based and ongoing financial planning, discretionary investment management, tax planning, and educational seminars or speaking engagements. The firm operates with a single advisory professional, manages roughly $9.7 million in discretionary assets, and works with a small client base of about two dozen relationships. The firm’s investment approach is grounded in modern portfolio theory and emphasizes strategic asset allocation, using a mix of passive and active vehicles and offering socially responsible investing options supported by third‑party screening tools (Ethos ESG, Yourstake, YCharts, Morningstar). Client portfolios are implemented on the Altruist platform and via the Altruist Model Marketplace, with the firm using those tools for customized model construction, rebalancing, and tax‑loss harvesting under discretionary authority. Distinctive features include operating as a fee‑only adviser that does not charge percentage‑of‑assets fees—opting instead for project and recurring flat fees with an annual reconciliation of advisor hours—and absorbing trading and platform fees charged by its custodian for managed accounts. The firm also maintains a formal seminar/speaking program (with some public courses offered free as part of a financial‑inclusion effort) and retains a small amount of grant‑management work separate from its advisory services.

To learn more about the advisors currently working at Equal Path Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.