Equip Financial Partners

Overview

Equip Financial Partners is a small, owner-operated limited liability company that provides fee-based financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm serves as a capital allocator and offers selection-of-other-advisers services, indicating it will place client assets with outside managers when appropriate. Its fee model combines a percentage-of-AUM component with fixed fees. Equip Financial Partners identifies as an active ESG investor, which suggests ESG criteria influence its manager selection and fund line-up. Service lines explicitly listed include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm is not registered as a multi-state adviser and is not reported as a newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices