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 model portfolio management, ongoing portfolio supervision, and financial planning or consulting engagements that may include referrals to specialists. Equitta designs portfolios using Modern Portfolio Theory and implements model portfolios primarily with low‑cost mutual funds and ETFs, with customization for tax or other non‑investment considerations. The adviser may also employ options and capital‑efficient ETFs that use futures or other derivatives, and may execute shorter‑term trades when driven by client objectives or market conditions. The firm discloses that its principal is a licensed insurance professional and that insurance implementations are separate from advisory services and may generate customary commissions, a potential conflict of interest for prospective clients. Equitta also operates an annual membership fee program with distinct client tiers (including a specific tier for physicians in training) and discloses minority ownership interests in unrelated businesses, items that set it apart from many peers.

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.

You can also browse Equitta Advisors LLC's office locations.

Name	Location	Years of experience
John Niebauer IV	Erie, PA	4
James Pommert	Milford, OH	16

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