Equip Advisory
Equip Advisory is an intergenerational wealth building firm specializing in financial planning, career coaching and business advising for BIPOC, queer and trans individuals and families. We use a strengths-based, community focused lens to offer 1:1 planning and coaching, online courses, group workshops and public speaking. The mission of our work is to grow the power and wealth of underrepresented voices in the working and middle class.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.