Welcome to Aequitas

Aequitas Investment Advisors is an independent investment advisory and financial planning firm dedicated to providing individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets.

Aequitas offers a unique combination of personal service, substantial experience and independent advice. Clients are assured of an objective and practical presentation of solutions to address their concerns and needs. All work is performed on a Fee-Only basis which eliminates the conflict of interest inherent with the typical product or commission-based alternatives.

Please contact us for additional information.