Advisors at this firm
Michael M
Series 65
Midland, TX
Equilibria Wealth Management, LLC
Michael Moore is a Series 65-licensed financial advisor with Equilibria Wealth Management, LLC in Midland, TX, and has three years of industry experience. Prior to joining Equilibria Wealth Management and Shiloh Management Services LLC, where he is an owner involved in contract labor, he held positions at Jacam Catalyst, True Chemical Solutions, Flocap Injection Services, and GHD Service Inc. Equilibria Wealth Management provides discretionary asset management and financial planning to individuals, estates, corporations, and other business entities. The firm employs a multi-asset allocation approach with model portfolios emphasizing diversification, low turnover, and strategies such as bond ladders and trailing stop-loss rules.
Mercedes B
Series 63, Series 65
Odessa, TX
Equilibria Wealth Management, LLC
Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, she owns and operates businesses focused on divorce financial analysis, fruit compote manufacturing, and real estate administration. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm utilizes model portfolios emphasizing multi-asset allocation, diversification, and low turnover, serving approximately 116 clients with no minimum account size requirement.
John M
Series 63, Series 65
Odessa, TX
Equilibria Wealth Management, LLC
John Moore is a financial advisor with Equilibria Wealth Management, LLC in Odessa, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services Inc. Outside of his advisory role, Moore owns and manages Equilibria Earth, a business that manufactures fruit compotes, and is also a realtor with Gabrianna LLC. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm employs diversified, multi-asset investment models with an emphasis on rebalancing, low turnover, and risk management through trailing stop-loss rules.