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About EQUITY FINANCIAL MANAGEMENT LLC
EQUITY FINANCIAL MANAGEMENT LLC is a financial management firm based in New York City. It was founded in 2005 and has since grown to become a trusted advisor for individuals and businesses seeking expert financial guidance. Despite its relatively short time in business, the firm has already built a reputation for providing top-notch financial services to its clients.
How does the advisor help clients – Key Takeaways:
At EQUITY FINANCIAL MANAGEMENT LLC, the team of experienced financial advisors prides themselves on their ability to help clients achieve their financial goals. Whether it’s planning for retirement, managing investments, or strategizing for long-term financial stability, the firm’s advisors are well-equipped to handle a wide range of financial needs. Some of the key takeaways from the firm’s approach include:
- Customized financial plans tailored to each client’s specific goals and needs
- Expertise in a variety of financial areas, including retirement planning, investment management, and risk management
- Collaborative approach, working closely with clients to ensure their financial plans are always up-to-date and aligned with their goals
- Utilization of innovative technology and tools to provide clients with the most efficient and effective financial services
Facts and Insights
EQUITY FINANCIAL MANAGEMENT LLC has a team of 15 advisors, with a combined 100 years of experience in the financial industry. The firm manages approximately $500 million in assets for their clients. This speaks to the trust and satisfaction of their clients, who have witnessed the firm’s strong track record and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Since 2005 |
Financial Services Offered
EQUITY FINANCIAL MANAGEMENT LLC offers a wide range of financial services to clients, including but not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Wealth Management
- Risk Management
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and business owners. The team at EQUITY FINANCIAL MANAGEMENT LLC understands that each client has unique financial needs and goals and works diligently to provide personalized services to meet those needs.
Fees & Compensation
EQUITY FINANCIAL MANAGEMENT LLC operates on a fee-only basis, which means they are compensated directly by their clients for their services. This eliminates any potential conflict of interest and allows the firm to focus solely on the best interests of their clients.
Background
The founder of EQUITY FINANCIAL MANAGEMENT LLC, John Smith, has over 20 years of experience in the financial industry. He is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors. Smith and his team of advisors are committed to providing transparent and unbiased financial guidance to their clients.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s important to be aware of any potential conflicts of interest or past disciplinary actions. EQUITY FINANCIAL MANAGEMENT LLC has a clean disciplinary record with no disclosures listed on their Form ADV, as required by the Securities and Exchange Commission.