How Clients Benefit

 

Why does being a Client of an Equita Member firm matter?

 

Equita was created to provide Member firms with the resources to allow them to provide better Client solutions.  Member firms are also committed in our values and how work with Clients and with other Member firms.

We are Fiduciaries

This means every Member firm is required to put client interests first, always. As CFP® professionals, this means not only when providing financial planning, but at any time when financial advice is given. This is the highest level of client advice in the country, and its important to us because it’s important to our clients.

We are Fee-Only

This means no product sales. We are paid for the planning and advice we give our clients and are compensated based on that advice, not based on an investment we sell.

We are Client Focused

Our priority is to provide customized, comprehensive financial planning and wealth management. We have the time to do that because the business of running our business is provided by Equita.

We are Collaborative

We can leverage our relationships with other Equita Member firms to collaborate on client cases, learn from each other, provide better solutions to our clients, and share business best practices.  We learn from each other through our Member-only Mastermind group, share resources we’ve curated from decades in the business, and offer a platform for succession planning so that our clients get the best ongoing financial planning.

 

 

Equita Financial Network, Inc. (“EFN”) is a registered investment adviser offering advisory services in the States of Pennsylvania and California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFN in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of EFN, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.