It started with a mission inspired by real-life experiences.
The disenfranchised woman who works for a financial advisory firm that makes her feel alone — no like-minded mentor to rely on for advice, no advocate to seek out for support.
The woman who is overloaded with stress and anxiety, struggling to balance childcare and family obligations with a demanding job that doesn’t pay her the wage she deserves.
The woman who sees a better way — a path to starting the financial advisory firm she has always dreamed of — but doesn’t have the network or resources she needs to run her business effectively.
Equita Financial Network started with us — two women who were passionate about the financial planning profession but felt the pain of the biases and systemic issues that have permeated our world for far too long.
And now, it’s time for change.
We couldn’t be more excited to have Equita’s story, mission, and vision profiled in Financial Advisor Magazine. Here, our co-founders, Bridget Venus Grimes and Katie Burke, share their commitment to changing the financial planning industry through a network that empowers female planners to do their life’s work without sacrificing what matters most to them.
If you are interested in learning more about Equita and how our platform can support your long-term success, contact us today.