A complete list of active advisors currently associated with Equilibrium Financial Planning

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

The firm provides investment management and comprehensive financial planning to individual clients, including high-net-worth households, and also offers retirement plan consulting to employer plan sponsors. Services are delivered as ongoing advisory engagements or as project-based financial plans, and the firm supervises client portfolios on a continuous basis. Investment decision‑making is grounded in modern portfolio theory and fundamental analysis, with an emphasis on asset allocation across equities, fixed income, mutual funds, and ETFs and a preference for long‑term holdings complemented by selective active positions. The firm operates as a fee‑only fiduciary, typically with discretionary authority for managed accounts and quarterly account reviews. Noteworthy aspects include the firm’s small scale — two advisors managing roughly $13.1 million for a limited client roster — which yields a higher advisor‑to‑client focus than is typical for peers. The brochure discloses the firm’s use of client testimonials in advertising (a practice uncommon among similar firms), and the principal holds CFP® and Enrolled Agent credentials while maintaining a separate business role; the firm also accepts ERISA retirement plan consulting engagements and can act as an ERISA investment manager when engaged.

To learn more about the advisors currently working at Equilibrium Financial Planning, 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.

Name	Location	Years of experience
Eric Johns	Kenner, LA	3

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