Equanimity Wealth


We offer personalized, judgment-free guidance without selling products or managing investments. As a fee-only, fiduciary firm, we focus solely on your goals—whether it’s navigating life transitions, organizing your finances, or planning for retirement. Our approach is rooted in honesty, clarity, and compassion so you can make confident decisions and build lasting financial stability.
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.