Equilibria Wealth Management

At Equilibria Wealth Management, we understand that achieving financial stability and security is a lifelong journey. That's why we're dedicated to providing a balanced approach to investing and planning, tailored to meet your unique needs and goals. Our team of experienced professionals, led by Managing Lead Advisor Mike Moore, has a deep understanding of the financial markets and a passion for helping individuals achieve their most important objectives.

Our Approach

We believe that finding a balance between planning and investing is key to achieving financial peace of mind. Our approach is centered around providing informed ideas for your money, ensuring that your investments are aligned with your values and goals. With years of experience in the financial services industry, we've developed a unique understanding of the importance of balancing risk and reward, and we're committed to using this expertise to guide you every step of the way.

Services Offered

Our services are designed to meet the diverse needs of individuals and families seeking to secure their financial future. We offer a range of services, including retirement planning, financial planning, risk analytics, and education planning. Our team is dedicated to creating personalized roadmaps that help clients achieve their most important goals, whether that's saving for a child's education, planning for retirement, or simply ensuring financial security for the future.

Meet Our Team

At Equilibria Wealth Management, we're proud of our team's diverse backgrounds and expertise. Mike Moore, our Managing Lead Advisor, brings years of experience in the financial services industry, specializing in retirement planning, financial planning, risk analytics, and education planning. Mercedes Barker, our Chief Compliance Officer (CCO) & Options Trader, is responsible for compliance and also has extensive knowledge in stock option portfolios. Our team's collective experience and dedication to your success are unparalleled in the industry.

Why Choose Us

We believe that our unique approach, combined with our team's extensive experience and commitment to your success, sets us apart from other financial services firms. We're dedicated to providing personalized attention and guidance every step of the way, ensuring that your financial goals are met with confidence and clarity. Whether you're just starting out or nearing retirement, we're here to help you achieve your financial aspirations.