By sharing our knowledge of modern investing principles with you, and by aligning those principles with your personal goals and aspirations, we help you develop the confidence and discipline necessary to achieve superior results through all market cycles.
Allow us to show you how.
Equius is among the first financial planning and investment advisory firms to adopt a fully indexed, asset class investing strategy for our clients’ portfolios.
Our team has over 23 years of experience working with exceptional mutual fund managers like Dimensional Fund Advisors and learning from outstanding academics such as Eugene Fama, Ken French, William Sharpe, Robert Merton, and Daniel Kahneman, among others.
Equius clients include educators, physicians, attorneys, business owners, and retirees. Some have modest income and wealth. Others have more. They are fathers, mothers, sons, and daughters; trustees, charities, 401(k) plans, foundations, and endowments.
They are serious investors with open minds and an abundance of intellectual curiosity, and they live in all areas of this incredible country and beyond.
Most have experienced the false promise of stock picking and market timing multiple times and in various ways—and now understand there’s a better alternative.
All want a trusted advisor, greater peace-of-mind, full transparency and accountability, and a superior wealth management relationship.
And all are exceptional.