Equity Planning

About

Wealth is an opportunity to protect what you value most. Partner with Equity Planning Inc. to jump start your quest for long-term financial resilience. We offer a comprehensive package of financial planning services and wealth management solutions.

Story

Over 50 Years of Independent Financial Planning

Equity Planning opened its doors in 1963 and since then, we have provided independent and comprehensive financial planning services to individuals, families, and business owners nationwide.

We serve a diverse client base spanning a multitude of industries, investment knowledge, passions, and priorities from our firm outside of Washington, DC in Bethesda, MD. Our wide range of clients includes medical professionals, contractors, business owners, corporate executives, government employees, and many other backgrounds.
Our firm works with clients in over 40 states nationwide, with a high concentration in the tri-state area of Washington, DC, Maryland and northern Virginia. We work successfully both in person and remotely with clients to plan their financial futures.

To ensure the highest level of service to our clients, we continually seek professional development. Our office credentials include the prestigious CERTIFIED FINANCIAL PLANNER™ designation, MBA, and registrations including FINRA Series 4, 7, 24, 53, 63, 65 securities registrations, and life and health insurance licenses. Additionally, our planners are members of the Financial Planning Association (FPA®), the nation’s largest membership organization for personal financial planning experts, and the National Association of Insurance and Financial Advisors (NAIFA).

We take a comprehensive approach to financial planning and create a customized plan that shows where the gaps are and how to fix them. We first listen to our clients to understand their unique goals and get a snapshot of their current financial picture. We then analyze this snapshot from 27 perspectives along the Protection, Savings, and Growth continuum, which allows us not only to spot deficiencies, but to prioritize any resulting recommendations as well.

We are backed by the full resources of Cetera advisor networks LLC and CWM, LLC.

For more information on Equity Planning Inc., please visit www.equityplanning.com.

Securities offered through Cetera advisor networks LLC, Member FINRA/SIPC (http://www.finra.org, http://www.sipc.org). Investment advice offered through CWM, LLC, a Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

Third party posts found on this profile do not reflect the views of and have not been reviewed by Cetera Advisor Networks LLC, CWM, LLC or Equity Planning Inc. as to accuracy or completeness.

For a list of states in which I am/we are registered to do business please visit: www.equityplanning.com