Equanimity Wealth Management
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
4650 Moore St, Okemos, Michigan, 48864, ...Phone Number
(517) 324-1266Website
www.eq-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Equanimity Wealth Management
Equanimity Wealth Management specializes in fiduciary retirement plan consulting services, offering tailored financial planning, investment management, and business services to clients across the United States. With a focus on personalized solutions, they assist individuals and businesses in achieving their financial goals while enhancing plan value and reducing fiduciary exposure. Their team emphasizes proactive education and communication to improve participant financial awareness. The firm is committed to supporting clients through every stage of their financial journey, ensuring clarity and fairness in their approach.Explore more
Equanimity Wealth Management Org Chart
SD
Founder & Wealth Advisor
KM
Wealth Advisor & Certified Financial Planner
AB
Wealth Advisor
CS
Wealth Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Equanimity Wealth Managem...
<$5M
1-10
Private
-
2015
CB
Claire BoucherQualified Plan Client Service Associate & Marketing Coordinator
Company Profile Activity
Activity Insights
Equanimity Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Equanimity Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Equanimity Wealth Management.
Equanimity Wealth Management Tech Stack
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Equanimity Wealth Management specializes in fiduciary retirement plan consulting services, offering tailored financial planning, investment management, and business services to clients across the United States. With a focus on personalized solutions, they assist individuals and businesses in achieving their financial goals while enhancing plan valu... Read More
