About Us
About Equitable Advisors
A Legacy of Guidance. A Modern Approach to Wealth.
For more than 160 years, Equitable has helped individuals, families, and businesses build financial security with clarity and confidence. Equitable Advisors continues that tradition today by combining the strength and stability of one of America’s most trusted financial institutions with the personalized planning experience of an independent advisory practice.
We believe everyone deserves a financial strategy that is clear, intentional, and built around their life — not a product or a sales pitch.
Who We Are
Equitable Advisors is a nationwide network of financial professionals committed to delivering comprehensive planning through a holistic, client-first approach.
Our advisors are trained in retirement planning, investment management, insurance strategies, and advanced financial concepts. But even more importantly — we’re trained to listen.
Your story, goals, family, and priorities shape every recommendation we make.
Our Partnership With LPL Financial
To give our clients the strongest platform in the industry, Equitable Advisors partners with LPL Financial, the #1 independent broker-dealer in the U.S.*
This partnership allows us to deliver the best of both worlds:
The Strength of Equitable
• Over 160 years of financial strength
• Advanced planning support
• Institutional insurance solutions
• Retirement income expertise
The Independence of LPL
• Access to a wide universe of investment options
• Institutional-level portfolio managers and research
• A conflict-free platform with no proprietary product pressure
• Cutting-edge technology, reporting, and trading tools
What this means for you:
You get a deeply supportive, relationship-driven planning experience backed by a firm large enough to handle virtually any financial need — but nimble enough to stay independent, objective, and personalized.