Significantly reducing the stress & emotion of investing. Allowing you to focus more on family, friends, life experiences, and shared values. Always working towards a healthy balance between wealth, work, and values. That’s our mission at Equius Partners.

As investment advisors, we work with you to develop a highly structured investment plan tailored to your unique circumstances. Our clients’ portfolios are designed around an asset class strategy with emphasis on tax efficiency, low cost, and risk control through periodic rebalancing.

As investment counselors, we share our knowledge, confidence, and discipline in a way that is truly unique in our industry and designed to ensure you meet your financial goals whatever the market or economic circumstances.

And as wealth managers, we guide a team of outside experts in the areas of estate planning, trust law, family money coaching, taxation, insurance, charitable giving, stock options and other services you may need to achieve your goals.

For more information on Equius Partners, please click on a tab above or call Jeff Troutner or Phil Jonckheer at 1-800-826-4015.

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