FINANCIAL EQUATIONS ADVISORS, INC.

Overview

Financial Equations Advisors, Inc. is a small independent registered investment adviser operating as a corporation and focused on individuals and families. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. The firm shows a clear tilt toward publicly traded securities—exchange-traded equities and ETFs make up the largest portion of portfolios—rather than extensive use of third-party alternative managers or pension consulting services. It does not identify as an active ESG investor and operates with a single-owner structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices