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Our strength is our Member Firms – their expertise in the financial planning industry, their passion and their diversity of thought.  Equita Members come from all across the United States from all backgrounds, serving all communities.  They may be very different  in a lot of ways but they all share common values and uphold the fiduciary standard of care.

Mary Meadows Livingston Founder

Whether you’re a single woman defining her career and financial goals or starting out on a new path, a couple who wants their voices heard, or a parent who wants the best future for their child with special needs,

Abeona’s mission is to financially empower our clients to live the life they want.

 

Stefanie Crowe
Founder

It’s our Vision to create a world where people feel financially and economically empowered; this is achieved through education and application of sound strategy and tactics.

It is our mission to help clients create a workable plan that accommodates life today and puts them on the path toward realizing long-term goals.

Ellen Osthus Fee
Founder

Our New Website Will Be Live Shortly

Until then, feel free to reach out directly.

 

 

 

Katie Burke
Founder

YOUR FINANCIAL LIFE, SIMPLIFIED!

We offer financial planning and consultation for individuals and families. Utilizing the latest tools and technology we simplify your financial life, and leave you with peace of mind so you can focus on your family, your career and all of the things that matter most.

Kim Spencer
Founder

Our goal for women is for them to take their money firmly in hand and decide for themselves where that money goes, to decide for themselves what they want their financial future to look like. I love Yogi Berra and he is credited with saying ‘If you don’t know where you’re going, you’ll end up somewhere else’. That’s true for all areas of our lives, but none so much as our financial lives.

Mindy McCubbin
Founder

I serve busy professionals who need to delegate an essential aspect of their lives to someone they trust. I do my best work with clients who want investments explained in an uncomplicated and transparent way.

We start with a complimentary, 30 minute discovery meeting to learn about your specific needs and whether I can offer you a transformative solution.

Bridget Venus Grimes
Founder

At WealthChoice, we specialize in helping female lawyers and women executives create a better quality of life, for themselves and their families, through personal financial planning, financial consulting, and money management services.

At Equita, we are proud to partner with some of the most respected thought leaders and professionals in the financial services space to provide the best-possible support to our Member Firms.

At Equita, we are proud to partner with some of the most respected thought leaders and professionals in the financial services space to provide the best-possible support to our Member Firms.

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Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

 
How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.