Financial Planning Services
I’ve worked with Sean for well over a decade with family estate changes and my own personal financial planning. He has always been there to be sure my needs are met and I’m given the best options for any situation. It’s embarrassing how little I think about financial security but I have no need to worry since that’s all taken care of by Sean and his team. I have the time and pleasure of enjoying my life instead of worrying about “money stuff”.
— Jill C.
At EQ Private Wealth Advisors,
Our fee-only financial planning services are designed with one goal in mind: your financial well-being. We provide thoughtful, objective advice without the pressure of commissions or product sales. You can trust that every recommendation is made solely in your best interest.
What We Offer
Our financial planning services are comprehensive and personalized to your unique situation. Whether you’re planning for retirement, managing complex assets, or preparing for a major life transition, we provide clear guidance across key areas:
Retirement Planning
Evaluate your savings, project future income needs, and build a sustainable retirement strategy.
Investment Planning
Design and align your investment portfolio with your risk tolerance, goals, and time horizon.
Tax Strategies
Identify opportunities for tax efficiency in your investment and income plans.
Estate Planning
Coordinate with your legal advisors to ensure your legacy is preserved and distributed according to your wishes.
Cash Flow & Budgeting
Gain clarity around spending, saving, and debt management to support long-term success.
Education Planning
Prepare for the rising cost of education with tax-advantaged strategies and funding plans.
Risk Management
Assess your insurance coverage to protect what matters most.
Fee-Only Means Client-First
As a fee-only firm, we are compensated solely by our clients. This structure removes conflicts of interest and ensures that:
Our advice is unbiased and product-neutral
You know exactly what you’re paying for
We work as your fiduciary—legally and ethically obligated to act in your best interest
Have a question?
We're ready to help.
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.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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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