A complete list of active advisors currently associated with Equanimity Wealth

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

Equanimity Wealth is a small, fee-only independent advisory firm that serves individual clients, including high‑net‑worth households and business owners, through comprehensive financial planning, project-based engagements, hourly consultations, a technology subscription offering, and community education workshops. The firm also operates a limited pro bono planning program for referrals from approved nonprofit partners. The firm’s advice process is client‑driven: it gathers detailed information on goals, cash flow, benefits, and risk tolerance to produce written plans and ongoing reviews, and it generally favors passive, asset‑class based investment recommendations such as low‑cost index funds and ETFs. While ongoing planning clients receive portfolio management advice as part of their engagement, the firm does not custody or directly manage client assets and does not execute trades on clients’ behalf. Compared with many independent advisers, Equanimity Wealth does not provide discretionary portfolio management and does not charge percentage‑of‑assets fees; instead it uses flat‑fee, subscription, project, and hourly pricing structures. The firm is led by a CFP®‑credentialed principal, maintains a small client base, and supplements paid services with community workshops and a capped pro bono offering through partner nonprofits.

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