A complete list of active advisors currently associated with Equinox Financial Advisors, Inc.

Warmer can help you find a great advisor at Equinox Financial Advisors, Inc. or one who fits your needs even better.

Equinox Financial serves individuals, high‑net-worth clients, trusts, estates and businesses, providing wealth management, investment management, financial planning, and tax preparation with electronic filing. The firm discloses its fiduciary role and offers both discretionary and non‑discretionary portfolio management alongside consulting services. The firm constructs customized, primarily long‑term portfolios using low‑cost, diversified mutual funds and ETFs and, when appropriate, individual stocks, bonds, options and REITs, with allowance for retaining legacy holdings for tax or strategy fit. Client accounts are monitored on an ongoing basis and portfolios are tailored to each client’s goals, risk tolerance and tax considerations. What is distinctive about Equinox Financial is the combination of investment advisory services with in‑house tax preparation and electronic filing—a capability the brochure highlights and that is uncommon among peers—and its relatively high client load of roughly 310 clients served by a small advisory team. The brochure also notes a 35% advisory‑fee discount for nonprofit organizations and participation on an institutional custody platform to access execution, reporting and back‑office support.

To learn more about the advisors currently working at Equinox Financial Advisors, Inc., 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.