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Elevating the Client Experience

Aequus Partners Financial Planning delivers a unique client experience through comprehensive financial planning, sophisticated wealth management and level of service tailored to each individual client and their families.

Financial planning can be stressful and confusing. Through the comprehensive Aequus planning process, our clients are empowered to feel calm during tumultuous times, clearly see the path forward, and are confident in their future.

Follow the Aequus Process to a calm, clear, and confident future.

Why Choose Us

A truly comprehensive financial planning firm.

Aequus Story

The freedom to choose: Yudi Gross and Michael Walstrom's journey.

Aequus Services

No matter where you are in your life journey, we help plan for whatever is next.

Aequus Advantage

An independent firm with a boutique approach backed by the technology and support of a large firm.

Our Insights

Learning Center

The world is constantly evolving and so are we! Find more insight on how we work.

Tax Tips

Tips for 2022 Tax Season

Here are four ways to help you develop strategies that fit your plan and reduce your tax exposure in 2022.
Retirement Income Plan | Aequus Planning

Retirement Income – Developing a Plan

Develop an income plan for retirement with different sources. Here are a few tips on how to get started.
Tips for Handing an Inheritance | Aequus Partners Financial Planning

Top 3 Tips for Making the Most of Your Inheritance

Check out our top 3 tips for handling your inheritance. Planning ahead for how you will use the wealth and any taxes.

Not Sure How To Start? Don't Worry, We’ll Answer All Your Questions.

Because we know that financial planning can be stressful and confusing.

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