Become an EQ Advisor.
We are building a firm where advisors can focus entirely on serving their clients, free from the conflicts and constraints of traditional wirehouses. If you believe in independent, fiduciary advice and comprehensive wealth management, we'd like to talk.
Why we built EQ — and why you should join us.
After spending decades in large financial institutions, I realized that the traditional model often puts the firm's interests ahead of the client's. Advisors are pressured to push proprietary products and meet quotas rather than providing truly objective, comprehensive advice.
I founded EQ Private Wealth Advisors to create a different kind of practice. A fully independent, fee-based fiduciary firm where the only goal is delivering exceptional value to our clients. We provide the infrastructure, technology, and support you need so you can focus entirely on what matters: building deep relationships and guiding your clients through their most important financial decisions.
If you're an experienced advisor who shares this vision and wants to elevate your practice, I invite you to explore what it means to be part of EQ.
A better environment for you and your clients.
True Independence
Operate as a true fiduciary without the pressure of proprietary products or corporate mandates. Your advice is driven entirely by what is best for your clients, supported by an open-architecture platform.
Comprehensive Wealth Management
Go beyond basic investment management. We equip you with the tools and resources to act as a true financial director for your clients, coordinating their taxes, estate planning, and business decisions into one cohesive strategy.
Pursuit of Excellence
Join a team that values continuous improvement and professional growth. We surround ourselves with dedicated professionals who are committed to delivering the highest standard of care in the industry.
A Purposeful Practice
Build a practice that aligns with your values. At EQ, we foster a collaborative, intentional culture where you can grow your business purposefully while maintaining the work-life balance you deserve.
If something is missing in your practice, please consider ours.
We want to meet advisors and professionals seriously considering independence, succession, or a team where their work matters. Every conversation is completely confidential.
Independence, supported
Real independence through LPL Financial and the Mariner Independent Advisor Network. Institutional infrastructure without institutional bureaucracy.
Small by design
A deliberately limited client roster and small team. Genuine ownership of your work from day one.
A confidential process
One direct, no-pressure conversation with our founder, where compensation, transition support, and structure are discussed openly.
Introduce yourself
Tell us a little about you. We review every submission personally.