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

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

Equity Management Group advises individuals (including high‑net‑worth and non‑HNW clients), as well as non‑profit organizations, retirement and profit‑sharing plans, trusts, estates, and business entities. The firm delivers fee‑only financial planning and discretionary portfolio management, employing a mix of stocks, mutual funds, ETFs, bonds, options, and master limited partnerships. The firm develops individualized investment plans using a client questionnaire and a personal wealth management portal, and it asks clients to review updates at least annually while also issuing a quarterly newsletter. Investment decisions combine purchased and proprietary fundamental research, portfolios are reviewed at least weekly by the three‑advisor team, and trades are aggregated through a lead custodian platform when feasible. Founded in 1987, the small, multi‑generational team manages roughly $67 million for about 81 client accounts, supporting a relatively hands‑on, frequent review process and discretionary oversight. Distinctive operational practices include its fee‑only fiduciary stance, occasional use of options and MLPs to modify risk or generate income, and a policy that leaves proxy voting to clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Equity Management Group, 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 Equity Management Group's office locations.