A complete list of active advisors currently associated with Equity Planning Group, Inc.

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

Equity Planning Group, Inc. provides discretionary investment management and related financial planning to individuals, high-net-worth clients, trusts and estates, and to pension and profit-sharing (qualified) plans. Services include ongoing portfolio management and retirement- or college-savings planning, and clients can elect implementation through third‑party subadvisers or service providers. The firm generally uses fundamental analysis to build diversified portfolios across stocks, bonds, mutual funds, ETFs and other instruments, employing both long‑ and short‑term strategies and periodic rebalancing guided by quarterly reviews. Accounts are typically managed on a discretionary basis with clients able to impose written restrictions, and the firm may rely on custodial and platform relationships to execute and administer client accounts. A distinguishing feature is the firm’s work with qualified retirement plans, including acting as an ERISA fiduciary and, where agreed, serving as a 3(38) investment manager and assisting with plan investment policy statements and ongoing monitoring. The firm’s principals also maintain insurance and mortgage licenses and participate in custodial programs offered by major broker‑dealers and advisory platforms; those outside business activities and platform benefits are disclosed and managed to address potential conflicts of interest.

To learn more about the advisors currently working at Equity Planning Group, Inc., 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.