Our Story

Why Equita Financial Network and Why Now

 

Equita came about as a result of the personal experiences of co-founders Katie Burke and Bridget Grimes. Like many women in the financial planning industry, both Katie and Bridget had left larger, traditionally run financial planning firms to launch their own companies. They wound up collaborating on several client cases, sharing best practices for client solutions and business management, and found their collaboration provided each of their respective firms and firm clients with tremendous benefits.

As owners of their own firms, they also found that partnering on key business resources allowed them to engage with the best industry providers. They realized that what they had created between their two firms could have much greater impact for the vast number of women financial planners choosing to launch their own firms. And so, Equita Financial Network, Inc was launched.

 

 

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.