A complete list of active advisors currently associated with Equinox Wealth Management

Warmer can help you find a great advisor at Equinox Wealth Management or one who fits your needs even better.

Equinox Wealth Management provides investment management and financial planning to individuals, families, businesses and institutional clients, including retirement plans, foundations and endowments. The firm delivers customized, diversified portfolios focused on asset allocation and offers project-based or ongoing financial planning alongside portfolio services, with planning typically provided without a separate charge. The firm’s investment approach is grounded in modern portfolio theory and uses fundamental security analysis, market trend and economic cycle analysis to build portfolios primarily from ETFs, stocks and bonds. Accounts are managed on a non-discretionary basis—recommendations are implemented only with client approval—and positions are monitored continuously with periodic reviews tied to market conditions and client circumstances. What is distinctive about the firm is its work with pension and profit‑sharing/retirement plan clients—an institutional client focus that is less common for firms of this size—and the fact that it manages approximately $83.9 million for a relatively small client base, operating as a single‑advisor independent practice. The firm also relies on an institutional custodian platform for trade execution, reporting and practice support while not charging performance‑based fees.

To learn more about the advisors currently working at Equinox Wealth Management, 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.