A complete list of active advisors currently associated with Equitta Advisors LLC
Warmer can help you find a great advisor at Equitta Advisors LLC or one who fits your needs even better.
Equitta Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, physicians and small businesses. The firm offers ongoing personal client contact, model portfolio implementation and consulting across multiple areas of a client’s financial life. The adviser relies on Modern Portfolio Theory to construct principally long-term, diversified portfolios using low-cost mutual funds and ETFs, and may customize allocations for tax or other non-investment reasons; it also may use options in certain client accounts. Equitta develops model strategies tied to each client’s risk tolerance and financial situation and reviews or implements strategies for held-away accounts such as employer retirement plans and HSAs. The firm’s brochure discloses activities that are uncommon among similar supported advisers: the firm principal is a licensed insurance professional and the adviser may recommend and implement insurance products, receiving customary commissions for those sales, and the firm reports occasional other financial product sales. Equitta also discloses minority ownership interests in a HIPAA compliance business and a pet nutrition company, activities the firm says do not occupy a material portion of advisory time.
To learn more about the advisors currently working at Equitta Advisors LLC, 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 |
|---|---|---|
Erie, PA
| 3
| |
Milford, OH
| 16
|
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