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.
Organize the Details
We put all your financial data in one place to monitor progress, with secure access 24/7 online. This is more than numbers; your story is included as part of your financial dashboard.
Form a Plan
Assess & Improve
The world is constantly evolving and so are we! Find more insight on how we work.
What is a Financial Plan & Why do You Need One?
Tips for 2022 Tax Season
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.