A complete list of active advisors currently associated with EquityFTW
Warmer can help you find a great advisor at EquityFTW or one who fits your needs even better.
EquityFTW provides comprehensive financial planning and educational seminars to a small client roster composed principally of high‑net‑worth individuals, corporations, and other businesses. The firm’s services include ongoing and project‑based planning across retirement, tax, estate, cash‑flow, business planning, and detailed equity compensation analysis. Rather than offering discretionary portfolio management or taking custody of client assets, EquityFTW delivers investment recommendations and implementation guidance for clients to execute through their chosen custodians. The firm’s advice references modern portfolio theory and mutual fund/ETF analysis and is delivered through a tailored service calendar with periodic check‑ins and client‑specified investment restrictions. What is noteworthy relative to peers is the firm’s regular offering of educational seminars and speaking engagements and an explicit specialty in equity compensation planning supported by industry certification—features that are uncommon for solo independent advisers. EquityFTW also relies on fixed and project‑based planning arrangements instead of percentage‑of‑AUM billing and maintains a bi‑annual review process with formal follow‑up if a client’s plan shows insufficient progress.
To learn more about the advisors currently working at EquityFTW, 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.
Name |
Location |
Years of experience |
|---|---|---|
Morgan Hill, CA
| 7
|
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