A complete list of active advisors currently associated with Financial Equations Advisors, Inc.

Warmer can help you find a great advisor at Financial Equations Advisors, Inc. or one who fits your needs even better.

Like many supported firms, Financial Equations Advisors focuses on individual clients and also works with business clients on retirement-plan matters, offering comprehensive and ongoing financial planning, discretionary portfolio management, and retirement plan consulting. Clients receive written financial plans and periodic reviews as part of its planning and investment services. The firm builds portfolios from an asset‑allocation framework tailored to client goals and risk tolerance, then applies technical analysis to manage and review holdings. It may engage third‑party sub‑advisers to manage portions of client assets on a discretionary basis while retaining oversight and authority to hire or replace those sub‑advisers. Notably for a small, single‑advisor firm managing roughly $11.5 million for about 50 clients, the firm sponsors a wrap‑fee program that bundles advisory services, custody, execution, and related third‑party costs—while also offering a non‑wrap option. It also provides ERISA fiduciary retirement‑plan consulting and participates in an institutional custodian program that gives access to block trading, institutional fund options, and other custodian services.

To learn more about the advisors currently working at Financial Equations Advisors, 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.