Equanimity Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm. They operate as a fiduciary, legally obligated to act in their clients' best interests. The firm offers comprehensive wealth management services that integrate financial planning, investment management, tax strategies, and retirement planning, primarily for individuals, families, and high-net-worth clients. Their approach is centered on building long-term relationships and providing personalized, objective financial advice.

Founded in

United States