Become an EQ Advisor

“If something is missing in your practice, please consider ours.”

Sean Khaligh, CFP®

Admittedly, we can’t offer you everything the big firms do. Based on our experience, we certainly cannot offer the regimentation, not the layers of bureaucracy, or not some obscure investment product, ancillary service, or recognition program. We compensate, however, for these shortcomings by providing an environment that nurtures the entrepreneurial spirit and desire to be the best versions of ourselves.

The Independence to Rethink, Innovate, and Improve

At EQ, we cherish our independence. We don’t preach or indoctrinate. We don’t mandate or micro-manage. We respect our colleagues and collaborate with each other. We rethink, innovate, refine, and learn new ways to improve our skills and the impact we have on our clients. Together we make each other better advisors and better people.

The Pursuit of Excellence, Not Averageness

ESG is more than an investment choice at EQ. It’s the choice to pursue Excellence and abhor mediocrity; it’s the choice of Stewardship, to place our clients’ needs ahead of all else; and it’s the choice to be Generous with our time, resources, and responsibility to make the world a better place.

Comprehensive Wealth Management, Not Just Investments

EQ strives to provide clients with objective, unbiased, cost-effective advice and guidance relating to all four cornerstones of wealth: Investments; Borrowing and Liability Management; Non-Portfolio Risk Management; and Estate Planning and Fiduciary Services. This promotes stronger and more enduring client relationships.

A Purposeful and Enjoyable Practice

Practicing at EQ is fulfilling, meaningful, financially rewarding and fun. If it wasn’t, we wouldn’t say it. If you are looking for an experience like that – professionally and personally; and if you would like to discuss what that may mean for and your clients, please let’s start a conversation. Let’s get to know one another, and then we can determine what to do next, if anything. Sound fair?

At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.

Research

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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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