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Equilibrium Wealth Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Equilibrium Wealth Advisors is a financial services firm that provides individualized financial planning and investment guidance aimed at helping clients reach long-term objectives. As an SEC-registered firm, it offers wealth management, retirement planning, and strategic investment advice tailored to each client's circumstances. The firm emphasizes customized solutions designed to balance growth with risk, supporting a secure financial future.
Based in Pittsburgh, Pennsylvania, the company serves individuals seeking to grow and protect their wealth through structured planning and disciplined investing. With a small-to-mid-sized team, it operates in the regional wealth-management space, differentiating itself through client-focused service rather than scale.

Find Equilibrium Wealth Advisors employees' phone numbers or email addresses

Equilibrium Wealth Advisors Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Equilibrium Wealth Advisors's Leadership

  • Stylized image of a person
    M. B.
    Ceo And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. F.
    Director Of Investment Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Managing Director, Wealth Strategy
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Managing Director - Tax Strategy
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    Director Of Brand And Firm Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Sr. Wealth Strategist
    Phone icon
    Mobile Phone

Equilibrium Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Equilibrium Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Ceo And Founder
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Feb 08, 2024
  • Stylized image of a person
    S. B.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    Apr 15, 2025
  • Stylized image of a person
    J. F.
    Director Of Investment Operations
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    J. S.
    Managing Director, Wealth Strategy
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Aug 21, 2024
  • Stylized image of a person
    T. B.
    Managing Director - Tax Strategy
    Phone icon
    Mobile Phone
    United StatesKansas
    Apr 21, 2026
  • Stylized image of a person
    D. L.
    Director Of Brand And Firm Operations
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 21, 2026
  • Stylized image of a person
    N. S.
    Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 25, 2026
  • Stylized image of a person
    C. P.
    Sr. Wealth Strategist
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 21, 2026
  • Stylized image of a person
    B. R.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 21, 2026
  • Stylized image of a person
    D. D.
    Wealth Strategist
    Phone icon
    Mobile Phone
    United StatesKansas
    Apr 21, 2026

Frequently Asked Questions

What is Equilibrium Wealth Advisors known for?

Minus sign iconPlus sign iconEquilibrium Wealth Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 381 Mansfield Avenue Suite 200a Pittsburgh, Pennsylvania 15220 United States. Explore Equilibrium Wealth Advisors's company overview page for more information.

What is Equilibrium Wealth Advisors's most common email format?

Minus sign iconPlus sign iconEquilibrium Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equilibrium Wealth Advisors email formats with LeadIQ.

How many employees does Equilibrium Wealth Advisors have currently?

Minus sign iconPlus sign iconEquilibrium Wealth Advisors has approximately 19 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Equilibrium Wealth Advisors's key employees and leadership?

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As of June 2026, Equilibrium Wealth Advisors's key employees include:

  • Ceo And Founder: M. B.
  • Chief Operating Officer: S. B.
  • Director Of Investment Operations: J. F.
  • Managing Director, Wealth Strategy: J. S.
  • Managing Director - Tax Strategy: T. B.

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