A complete list of active advisors currently associated with Equivest Financial Advisors LLC
Warmer can help you find a great advisor at Equivest Financial Advisors LLC or one who fits your needs even better.
Equivest Financial Advisors LLC provides personalized financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates and small businesses. Services include written financial plans addressing cash flow, retirement, education funding and estate planning, together with insurance reviews and referrals for annuities and life insurance. The firm follows a goals‑based, core‑and‑satellite investment approach that emphasizes globally diversified, low‑cost exchange‑traded funds and selected individual stocks, supplementing with active managers when deemed advantageous. Client accounts are managed on a discretionary basis and are typically “subscribed” to a limited set of model portfolios (for example, SmartAllocation and SmartRisk series) that the firm monitors and adjusts. Noteworthy among peers, the firm maintains an affiliated insurance practice: the managing member is also an insurance agent and the brochure discloses referrals to the affiliated insurance business for fixed and fixed‑index annuities and life insurance. The firm also requires use of a designated custodian (Altruist), does not vote client proxies (clients retain proxy voting), and does not impose a minimum account size.
To learn more about the advisors currently working at Equivest Financial Advisors LLC, 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 |
|---|---|---|
Commerce Township, MI
| 10
|
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