About EQ
About EQ
EQ stands for Equanimity -- the discipline of maintaining one’s calm, composure, and evenness of temper, especially when facing difficult, uncertain, and challenging situations. Equanimity allows us to balance emotions and basic human instincts with logic and reason helping us make better financial decisions.
At EQ we believe in an old nautical expression – “Keep an even keel, and your hands on the wheel.” We don’t let bad times get us or our clients down, and we don’t let good times sow overconfidence and complacency. Currents can shift unexpectedly and we stay vigilant and ready to provide sound financial guidance to our clients in all conditions.
Our Team
Personal
Communication
Many financial firms emphasize technology, automation and artificial intelligence in delivering their services with their advisors playing a diminished role. Of course, EQ utilizes Fin-Tech to increase efficiency and productivity; however, we believe that personal communication is the one true differentiator in our industry and the cornerstone of all successful relationships.
Fiduciary
Standards
The investment and wealth management professionals at EQ are highly educated and credentialed. We are committed to advanced training and on-going professional development. Our experience has ingrained in each of us the importance of combining competence with compassion, and exercising our judgment with care, skill, and caution. Our advice is independent and cost-effective.
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At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.
Research
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Copyright 2025 EQ Private Wealth Advisors.
The financial consultants of EQ Private Wealth Advisors are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network a registered investment advisor. Mariner Independent Advisor Network and EQ Private Wealth Advisors are separate entities from LPL Financial.
The financial professionals associated with NextGen Wealth Partners and/or LPL Financial may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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