A complete list of active advisors currently associated with Equity Financial Management

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

Equity Financial Management provides discretionary and non‑discretionary asset management and portfolio management to individuals, high‑net‑worth individuals, and business entities, building investment programs around each client’s goals, time horizon, and risk tolerance. The firm manages approximately $5.1 million in client assets and maintains a relatively small client base, enabling tailored investment planning and monitoring. Investment decisions draw on fundamental analysis and modern portfolio theory, with account reviews performed quarterly and more frequently as market conditions dictate; reviews include allocation checks, rebalancing, and tax‑loss harvesting opportunities. Clients are required to custody assets at Charles Schwab and fees are deducted directly from accounts; the firm does not aggregate trades for block execution and does not vote client proxies (clients receive proxy materials directly). The firm’s principal is a licensed insurance agent who spends a small portion of time on insurance sales and may receive commissions for insurance products, an outside business activity disclosed as a potential conflict of interest. The brochure also discloses receipt of soft‑dollar benefits from the chosen custodian and the principal’s other employment (rideshare and delivery), with the firm describing disclosure and fiduciary duties as the primary mitigants.

To learn more about the advisors currently working at Equity Financial 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.