KM
Wealth Advisor & Certified Financial Planner
AB
Wealth Advisor
SD
Founder & Wealth Advisor
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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
About Equanimity Wealth Management
Equanimity Wealth Management specializes in wealth management and retirement planning, offering tailored strategies for individuals, families, and qualified plans. With over 60 years of experience, they provide objective, fiduciary advice to help clients navigate financial complexities and achieve long-term success. The company is dedicated to supporting clients in building personal legacies and improving corporate retirement plans. Equanimity Wealth Management also emphasizes community involvement, contributing to various causes while guiding clients towards financial security.Explore more
Equanimity Wealth Management Org Chart
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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
Equanimity Wealth Management Tech Stack
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Frequently Asked Questions Regarding Equanimity Wealth Management
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Equanimity Wealth Management specializes in wealth management and retirement planning, offering tailored strategies for individuals, families, and qualified plans. With over 60 years of experience, they provide objective, fiduciary advice to help clients navigate financial complexities and achieve long-term success. The company is dedicated to supp... Read More
