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 ongoing investment management and financial planning services to individuals, families, businesses, foundations, and retirement plans, delivering recommendations and, with client approval, implementing and monitoring portfolios. Financial planning is offered in conjunction with investment management at no additional fee and engagements are tailored to each client’s objectives and risk tolerance. The firm emphasizes customized, diversified portfolios focused on asset allocation consistent with modern portfolio theory, primarily using exchange traded funds, stocks, bonds and, when appropriate, mutual funds, and relies on fundamental security analysis alongside market trend and economic cycle considerations. Accounts are managed on a non‑discretionary basis with ongoing review of holdings, risk tolerance, and portfolio allocation as client circumstances or market conditions change. What distinguishes the firm from many independent peers is its work for pension and profit‑sharing retirement plan clients and other institutional-type entities, a client type relatively uncommon among similar independent advisers, and its status as a fiduciary for retirement accounts under applicable ERISA/IRC standards. The firm reports roughly $83.9 million in assets under management, uses institutional custodial services (including Charles Schwab’s institutional platform) that provide research and operational support, and does not vote client proxies.

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.