Equity Planning Institute, Inc Employee Directory

Financial ServicesMaryland, United States0-1 Employees

Equity Planning opened its doors in 1963 and since then, we have provided independent and comprehensive financial planning services to individuals, families, and business owners nationwide. We serve a diverse client base spanning a multitude of industries, investment knowledge, passions, and priorities from our firm outside of Washington, DC in Bethesda, MD. Our wide range of clients includes medical professionals, contractors, business owners, corporate executives, government employees, and many other backgrounds. Our firm works with clients in over 40 states nationwide, with a high concentration in the tri-state area of Washington, DC, Maryland and northern Virginia. We work successfully both in person and remotely with clients to plan their financial futures. To ensure the highest level of service to our clients, we continually seek professional development. Our planners are members of the Financial Planning Association (FPA®), the nation’s largest membership organization for personal financial planning, and the National Association of Insurance and Financial Advisors (NAIFA). Securities offered through LPL Financial, Member SIPC, www.sipc.org Investment advice offered through CWM, LLC, a Registered Investment Advisor. LPL Financial is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of and have not been reviewed by LPL Financial, CWM, LLC or Equity Planning Inc. as to accuracy or completeness. For a list of states in which I am / we are registered to do business please visit: www.equityplanning.com

Sign up for free to view info

Company overview Email format