Thoughtful Financial Planning. Built on Clarity, Integrity, and Purpose.
At Equitas Financial Services Inc., we provide comprehensive financial planning for individuals, families, professionals, and business owners navigating complex financial decisions. Our approach is grounded in clarity, discipline, and a deep respect for the trust our clients place in us.
We recognize that no two financial lives are the same. Whether you are building personal wealth, managing significant assets, navigating a professional athletic career, or planning for business growth and succession, we tailor our guidance to your unique circumstances, priorities, and long-term objectives.
As a Certified Financial Planner® professional, our role is not to predict outcomes or promise results, but to help you understand your options, evaluate trade-offs, and make informed decisions with confidence. We believe strong financial planning provides structure through change and perspective through uncertainty.
Who We Work With
We serve a diverse range of clients through a consistent, values-driven planning process:
Individuals & Families seeking clarity, structure, and long-term financial confidence
High-Net-Worth Clients requiring coordinated planning across investments, tax considerations, and legacy goals
Athletes & Professionals navigating non-traditional careers, variable income, and career transitions
Business Owners & Corporations planning for growth, succession, and long-term continuity
Each engagement begins with understanding your goals and evolves through a collaborative planning relationship built on transparency and trust.
Our Planning Philosophy
We believe effective financial planning is not about chasing performance or reacting to short-term noise. It is about developing a clear framework that aligns financial decisions with your goals, values, and tolerance for risk.
Our process emphasizes education, accountability, and disciplined planning — helping clients make thoughtful decisions today while remaining adaptable to future change.
Investment performance is not guaranteed, and all strategies involve risk. Our focus is on providing professional guidance that supports informed decision-making over the long term.
Begin the Conversation
If you are seeking professional financial guidance delivered with clarity, integrity, and care, we invite you to begin a confidential conversation.
Explore our services or request a confidential consultation to discuss your planning needs.
CFP® Disclosure
Financial planning services are provided by a CERTIFIED FINANCIAL PLANNER® professional, adhering to established professional standards and ethical obligations.