Aequitas Investment Advisors

Our Mission

Aequitas Investment Advisors is an independent investment advisory firm dedicated to providing individuals, families, and non-profit organizations with personalized financial guidance and wealth management services. We prioritize transparency, client communication, and a collaborative approach to achieving your financial goals.

Our Team: Experienced and Dedicated Professionals

Our team comprises seasoned financial professionals with extensive experience in wealth management, retirement planning, estate planning, and sustainable investing. We leverage our diverse expertise to provide comprehensive and tailored solutions to meet your unique needs.

Our Values

• Client-centered approach: We prioritize understanding your goals, risk tolerance, and financial situation to create personalized plans.
• Transparency & accountability: We operate on a Fee-Only basis, eliminating potential conflicts of interest.
• Independent advice: We recommend solutions based on your individual circumstances, not product sales incentives.
• Sustainability & responsible investing: We advocate for responsible investing practices that align with your values and contribute to a sustainable future.

Services for Individuals and Families

We offer a comprehensive range of services to individuals and families, including:

• Personalized investment planning and portfolio management
• Retirement planning and optimization
• Estate planning and inheritance guidance
• Goal-setting and financial planning
• Investment education and financial literacy guidance

Services for Non-Profit Organizations

We understand the unique financial needs of non-profit organizations and offer specialized services such as:

• Fiduciary investment consulting
• Endowment fund management
• Planned giving and fundraising strategies
• Governance and compliance assistance
• Sustainable investing solutions

Sustainable Investing

We believe sustainable investing is an integral part of responsible wealth management. We prioritize investments that align with environmental, social, and governance (ESG) principles, ensuring your portfolio reflects your values and contributes to a sustainable future.

Why Choose Aequitas Investment Advisors?

By choosing Aequitas, you get:

• Personalized, customized financial plans
• Transparent and ethical fee-based approach
• Access to experienced and dedicated professionals
• Comprehensive range of services tailored to your needs
• Sustainable and responsible investment solutions