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EquiStar is a boutique financial advisory firm providing wealth management and financial planning services to professionals, executives and other affluent clients. Our objective is to deliver unbiased, high quality advice and excellent service.

EquiStar is committed to delivering a high level of personalized service to our clients.  We believe that clients want a financial partner that not only knows them well, but is also responsive and available at all times.
Unlike many of our competing advisory management firms, EquiStar does not sell products or work on commission.  As a fee-only firm, our advice is objective and based on what is advantageous to our clients, not to our revenue stream.

We understand that each client has a unique set of life circumstances, risk tolerances and values. Therefore, every investment plan is tailored to fit each client’s distinctive needs

Our firm works with clients throughout the various stages of life: from wealth accumulation to wealth preservation and wealth distribution. We tailor each investment plan to our clients’ unique life circumstances.