Who We Serve
Oil & Gas
Helping oil and gas professionals make the best decisions for retirement and benefits plans
Physicians & Attorneys
Helping practitioners protect their businesses and make the most of their unique opportunities
Business Owners
Serving intergenerational family business, medical and dental practices, law and accounting practice partners
Individuals & Families
Helping accredited investors and HNW individuals achieve financial success with custom portfolio strategies
Qualified Plans
Providing foundations, endowments, and nonprofit organizations investment advisory products and services
Comprehensive Support
for Your Financial Wellbeing
Our advisors offer extensive experience and capabilities, and our team approach allows us to provide a wide range of financial products and services. Whether we’re developing a personal financial plan, creating a customized executive benefits program, or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative, cost-effective financial strategies to our valued clients.
Our Services
Wealth Management
Custom portfolios to optimize returns and minimize risk
We offer a comprehensive range of services, including, but not limited to, asset allocation, risk management, and portfolio rebalancing. Our experienced team will work closely with you to understand your financial goals and create a custom investment strategy to help you achieve them. With access to a wide range of investment options and experience with both traditional and alternative investments, we’ll help you build a diversified portfolio designed to stand the test of time.
Asset allocation, diversification, and rebalancing do not guarantee a profit or protection against loss.
Retirement Planning
Plans like 401(k), IRA and 403(b) made simple
We understand retirement planning is not a one-size-fits-all endeavor, so we work with you to develop a custom plan for your financial independence. Our comprehensive retirement planning includes an assessment of your current savings, retirement income projections, and risk management. We’ll also work with you to identify potential gaps in your plan and recommend strategies to help you reach your goals. Supplemental services include 401(k) rollovers, IRAs, estate planning strategies, and more.
Tax Strategies
Thoughtful planning to maximize your dollar and achieve your goals
Our team offers a full range of tax planning strategies to help you maximize deductions and credits while minimizing your overall tax burden. We stay up to date on tax changes and work directly with you to take advantage of all available tax-saving opportunities. Our financial advisors can help you minimize taxes on your income and estate and recommend effective philanthropy and charitable giving strategies to help you achieve your personal and financial goals.
Equitable Advisors, its affiliates, and financial professionals do not provide tax or legal advice or services.
Financial Planning
A holistic approach to pursuing your most fulfilling life
Our comprehensive financial planning services include high-net-worth, retirement, estate, tax, risk management, and investment planning. Our CERTIFIED FINANCIAL PLANNER® professionals will work with you to understand your current situation, identify your financial goals, and develop a custom plan to help you achieve them. We take a holistic approach, considering all aspects of your financial situation to ensure your plan aligns with your overall objectives.
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.