Aequitas Investment Advisors, LLC

www.aequitas-inv.com

Aequitas Investment Advisors was founded in 1991 as an independent financial planning and investment advisory firm providing services to individual clients and trustees of non-profit organizations. The firm offers a unique combination of highly personal service, substantial experience and independent advice. By working on a Fee-Only basis, clients are assured of an objective, cost-effective, and practical presentation of solutions to address their unique financial goals. Planning for Life!

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Aequitas Investment Advisors was founded in 1991 as an independent financial planning and investment advisory firm providing services to individual clients and trustees of non-profit organizations. The firm offers a unique combination of highly personal service, substantial experience and independent advice. By working on a Fee-Only basis, clients are assured of an objective, cost-effective, and practical presentation of solutions to address their unique financial goals. Planning for Life!

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Country

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State

Massachusetts

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Employees

1-10

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Founded

1991

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Director of Research and Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Portfolio Strategist and Principal

    Email ****** @****.com
    Phone (***) ****-****

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