Our Philosophy

Do you have questions about their financial future? At Equity Financial Services Group, we have answers. Whether you’re seeking custom retirement strategies, long-term protection for your family, or a comprehensive financial plan, our answer always starts the same:

We strive to not only connect you and your family with tailored solutions but to provide guidance in a trustworthy, low-stress environment. We’re not in a corporate building on Wall Street. We’re right here in your community. We never take commissions, and every member of our team is a salaried employee.

Our firm was built for people who want to get the most out of their investments. As Will Rogers famously put it, “I’m not as concerned about the return on my money as I am the return of my money.”

Whether you’re in the heart of your career, approaching retirement, or are already retired, we are dedicated to providing serious solutions in plain language. Our ultimate goal? To build custom strategies, to explain how they work, and to secure your financial life so you can focus on the things that matter most.