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 fee‑only registered investment adviser that provides ongoing and project‑based financial planning to individuals, including high‑net‑worth clients and those with business‑ownership or equity‑compensation needs. Its services encompass retirement and estate planning, cash‑flow and debt management, business planning, and access to a professional financial‑planning technology subscription. The firm does not take custody of client assets or provide discretionary portfolio management; instead it delivers written financial plans and implementation recommendations that clients may execute through custodians of their choice. Investment guidance typically emphasizes passive, asset‑class‑based strategies, and ongoing planning clients receive portfolio management advice as part of the planning engagement rather than through an asset‑management mandate. Distinctively for an independent adviser, the firm does not charge percentage‑of‑assets‑under‑management fees and does not manage client assets directly, instead using fixed, project, and hourly fees plus a paid technology subscription. It operates as a small, single‑advisor practice led by a CFP‑certified principal, discloses no third‑party compensation, and highlights business‑owner and equity‑compensation planning as areas of emphasis.

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.