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Equity Financial Services is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to manage our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us by using the form below or calling one of the telephone numbers listed here. We look forward to hearing from you!

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Who We Are

Equity Financial Services is a firm built around the needs of our clients.  To ensure that the unique needs of our clients are met:

  • We employ a team approach to provide you well-rounded and suitable financial advice;
  • We have regular face-to-face meetings to help our clients feel in control of their futures;
  • We provide a high level of value while minimizing your costs to invest; and
  • Our first meeting with you is always complimentary so that both sides are comfortable with working together.

Our Team Approach

A superior client experience is our main focus at Equity Financial Services.  We concentrate our team's years of diversified experience on helping you to achieve your financial goals and to be comfortable and confident about your financial future.

Our Indiana Team

We create strategies tailored to your goals.

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Our Florida Team

We exist without any conflicts of interest.

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Our Michigan Team

We put your needs first.

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Our Principles

The foundation of our firm is educating and empowering our clients to understand their financial situations.  We want our clients to be confident that they are on the right path that will help their portfolios to grow and achieve their life desires.

Intention Driven

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Socially Responsible

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Holistic Advisors

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Our Mission. Our Goals.

Our mission is to develop a lifelong relationship with you and your family that is built on trust and integrity.  We achieve our mission by continually delivering unbiased guidance that is customized to your unique needs.


Equity Financial Services has provided professional financial planning services for more than 30 years. Whether you are a first-time investor or an experienced one, we understand that investing can be a daunting task. We have built our business around the pillars of select products, premium service, insightful advice and developing long-term relationships with our clients.

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