Plymouth, MI North Sheldon Road Office
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Equitable Advisors
Institution
Firm-wide stats for Equitable Advisors
About
Equitable Advisors advises individuals (including non‑HNW and high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset‑management programs. Its services are delivered through a network of Investment Adviser Representatives (IARs) and include firm‑offered programs (notably the SAM program) as well as referrals to third‑party asset managers and LPL‑sponsored advisory programs.
The firm’s client work is built around gathering personal and plan information, assessing risk tolerance, and matching clients to program models or discretionary managers; many advisory models are implemented by third‑party TAMPs or LPL (OMP, MWP, PWP, Manager Select) while certain IARs act as portfolio advisors within SAM and, with client consent, may exercise discretion. Equitable’s advice and implementation tools cover mutual funds (including affiliate 1290 Funds and AllianceBernstein funds), ETFs, separately managed accounts, and select alternative investments such as non‑traded REITs and BDCs, and it provides ERISA fiduciary services to qualified plans through credentialed IARs.
Noteworthy distinctions for this firm include that it does not sponsor its own wrap fee program and does not advertise hypothetical performance, instead relying on third‑party program sponsors and endorsed TAMPs for most wrap‑style and model delivery. Its affiliation with a publicly traded parent, the announced merger of equals with Corebridge, and integration with affiliated asset managers and an insurance distribution affiliate affect its product availability and referral arrangements, which can result in the firm recommending both proprietary and third‑party solutions.
Based on Equitable Advisors
Expertise
Based on Equitable Advisors
Location
9440 North Sheldon Road
Plymouth MI 48170
Advisors at this office
3
Advisors at this office
Michael R
Series 66
Plymouth, MI
Equitable Advisors
Michael Roberts is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Joseph Binder and spent nearly three decades at Visteon Corp. He serves on the board of directors for the Plymouth Boys' Soccer Booster Club and is a personal representative of his ex-wife’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Joseph B
CFP®, Series 66
Plymouth, MI
Equitable Advisors
Joseph Binder is a CFP®-certified financial advisor with 21 years of industry experience, currently serving clients at Equitable Advisors since 2005. Prior to the firm's rebranding, he worked under its former entity, Axa Advisors, LLC, for 15 years. Outside of his advisory role, he acts as trustee for several family and non-family trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party asset managers, focusing on tailored advice through a network of Investment Adviser Representatives.
Jacob N
Series 66
Plymouth, MI
Equitable Advisors
Jacob Newman is a financial advisor with Equitable Advisors in Plymouth, MI, holding a Series 66 credential and one year of industry experience. His prior work history includes roles at Fidelity Investments and Joseph Binder. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a wide network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services for qualified plans.
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