Wealth Planning Associates

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

We provide professional advice, simplifying our clients’ finances with the goal of maximizing the enjoyment of their personal lives, and leave their intended legacy. We do this by building customized financial plans for each client and managing or suggesting investment portfolios to fit their needs. Whenever a Financial Advisor is the topic of discussion at a dinner party or around the campfire, investment strategies typically dominate the conversation. We all feel better sharing a story of great returns. As the advisor, it’s just as thrilling for us to tell tales of helping a client retire earlier than expected, preserving their estate and legacy, or saving them from paying more taxes than they should.