Katy, TX Office

Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks and Wells Fargo Clearing. In addition to her advisory role, she owns a business specializing in divorce settlement mediation and financial analysis. She also manages a fruit compote manufacturing and sales company. Equilibria Wealth Management serves individuals, estates, corporations, and other business entities, managing approximately $130 million. The firm offers discretionary asset management and financial planning, employing a portfolio approach that combines fundamental and technical analysis with modern portfolio theory, focusing on a relatively concentrated set of holdings and specialized allocations such as inflation-protected fixed income and gold.

John Moore is a financial advisor at Equilibria Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Wells Fargo Clearing and Cetera Advisor Networks. Outside of his advisory role, he is involved in non-investment businesses including manufacturing fruit compotes with Equilibria Earth and real estate through Gabrianna LLC. Equilibria Wealth Management manages approximately $130 million for about 115 clients, providing discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm’s investment approach centers on model portfolios combining fundamental and technical analysis, with relatively concentrated security weightings and allocations to inflation-protected fixed income and gold.