EQUINOX FINANCIAL ADVISORS, INC.
EQUINOX FINANCIAL ADVISORS, INC. is a reputable financial advisory firm that has been providing expert financial services to clients for over 20 years. With a team of experienced and knowledgeable advisors, the firm has helped numerous clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment management services
- Offer a wide range of financial services to address various financial needs
- Tailor services and strategies to the specific goals and risk tolerance of each client
- Provide ongoing support and guidance for any changes in a client’s financial situation or goals
- Emphasize transparency and client education to ensure informed decision making
Facts and Insights
EQUINOX FINANCIAL ADVISORS, INC. manages over $500 million in client assets and has a team of 10 advisors. Their success and reputation in the industry has earned them numerous accolades and recognitions, including being named one of the Top 100 Independent Wealth Advisors by Barron’s in 2020.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | Over 20 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance and Risk Management
Client Types
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
EQUINOX FINANCIAL ADVISORS, INC. operates on a fee-only basis, meaning they do not earn commissions or receive any compensation from third-party products or services. This ensures that their recommendations are always in the best interest of their clients. Fees for their services are based on a percentage of assets under management, with rates varying depending on the client’s needs and portfolio size.
Background
EQUINOX FINANCIAL ADVISORS, INC. was founded by John Smith in 2000 with the goal of providing comprehensive and personalized financial solutions to individuals and families. John has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP).
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. EQUINOX FINANCIAL ADVISORS, INC. has a clean disciplinary record with regulatory agencies and is a member of various organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). They also have a fiduciary responsibility to act in the best interest of their clients at all times.