A complete list of active advisors currently associated with Equanimity Financial Partners

Warmer can help you find a great advisor at Equanimity Financial Partners or one who fits your needs even better.

Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans and business clients. Services described in the brochure include discretionary portfolio management, written financial planning and retirement plan consulting, with fees generally charged as a percentage of assets under management. The firm constructs individualized portfolios using stocks, bonds, ETFs, mutual funds, options and alternative investments and monitors and rebalances accounts based on client goals, risk tolerance and time horizon. The brochure discloses that the firm may employ margin (borrowing) and derivatives within separately managed accounts and uses fundamental and cyclical analysis in its investment process. Distinctive features noted in the brochure include an unusually high client-to-advisor ratio (the firm reports servicing over 600 clients), an affiliation with representatives who act as insurance agents/brokers and a range of specialized planning services such as corporate structure, cost segregation studies and lines-of-credit evaluation. The firm’s disclosure also reports a prior SEC censure and monetary penalties related to a violation involving testimonial advertising, which the firm states it has addressed.

To learn more about the advisors currently working at Equanimity Financial Partners, 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.