Aequitas Investment Advisors, LLC

Aequitas Investment Advisors, LLC, founded in 1991, is an independent financial planning and investment advisory firm that caters to individual clients and trustees of non-profit organizations. The company's slogan "Planning for Life!" reflects its commitment to providing a unique combination of highly personal service, substantial experience, and independent advice. Aequitas operates on a Fee-Only basis, ensuring clients receive objective, cost-effective, and practical solutions to address their financial goals. With a focus on Finance, Financial Services, and Wealth Management, the firm emphasizes the importance of personalized financial planning. Despite limited available information on the headquarters, Aequitas Investment Advisors has created a distinct niche in the financial services industry, positioning it as an attractive potential investment opportunity for venture capitalists seeking exposure to the wealth management sector.