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.