Equitable Trust is wholly owned by employees. This independence supports a level of objectivity and continuity not typically found in large institutions. Because we are private we are able to attract talented professionals who share our values and take part in the direction of the firm by way of ownership.

  • Licensed Attorneys (5)
  • CFA® charterholders (5)
  • Certified Financial Planners™ (4)
  • Certified Trust & Financial Advisors (5)