Equity Wealth Partners, LLC

Henry Whalen is a financial advisor at Equity Wealth Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2022. He has an interest in real estate ownership. Equity Wealth Partners serves individuals, including high-net-worth clients, trusts, estates, and businesses with discretionary wealth management, portfolio management, and financial planning services. The firm employs a fundamental-analysis approach with a long-term orientation, tailoring portfolios to clients' goals, risk tolerance, and time horizon.

Eldon Anderson is a CFP® with 40 years of experience in the financial services industry. He has worked at Equity Wealth Partners, LLC since 2022 and previously spent 17 years at Ameriprise Financial Services, Inc. Anderson serves as treasurer on the boards of The Book of Mormon Foundation and Colbern Road Restoration Branch. Equity Wealth Partners provides discretionary wealth management, portfolio management, and financial planning services to individuals, trusts, estates, and businesses. The firm employs a fundamental-analysis approach with a long-term orientation, customizing portfolios based on clients’ goals and risk tolerance.

Peyton Anderson is a financial advisor at Equity Wealth Partners, LLC with a Series 65 designation and over 18 years of experience. He previously worked for the Kansas City Royals before joining Equity Wealth Partners in 2025. Equity Wealth Partners provides discretionary wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s investment approach emphasizes fundamental analysis and long-term portfolio construction, managing diversified holdings on a discretionary basis with regular monitoring and periodic rebalancing.

Jeffrey Anger is a Series 65-licensed advisor at Equity Wealth Partners, LLC with one year of industry experience. He has worked with the Independence School District since 2008. Outside of financial advising, he is co-owner of GAPortfolio LLC, a residential real estate rental business. Equity Wealth Partners serves individuals, trusts, estates, and businesses with discretionary wealth management, portfolio management, and financial planning services. The firm employs a fundamental-analysis framework with a long-term orientation, tailoring portfolios to clients’ goals and risk tolerance.

David Gilmore is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC. His prior roles include positions at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. He is also a board member of the Blue Springs Education Foundation, which provides financial support to students and staff in the Blue Springs school district through scholarships and grants. Equity Wealth Partners serves individuals, trusts, estates, and businesses with discretionary wealth management, portfolio management, and financial planning services. The firm employs a fundamental-analysis framework with a long-term orientation, tailoring portfolios to clients’ goals and risk tolerance, and manages accounts on a discretionary basis through institutional platforms.

Jason Anderson is a financial advisor at Equity Wealth Partners, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years. Anderson also serves in fiduciary roles such as trustee and executor. Equity Wealth Partners serves individuals, trusts, estates, and businesses with discretionary wealth management, portfolio management, and financial planning services. The firm employs a fundamental-analysis approach with a long-term orientation, tailoring portfolios to client goals and risk tolerance, and manages accounts on a discretionary basis.