Equity Planning

Equity Planning, Inc. opened its doors in 1963 and since then has provided independent and comprehensive financial planning services to individuals, families, and business owners to help them pursue the financial future they envision. Equity Planning, Inc. seeks to provide tailored, effective, and innovative advice and strategies, while aiming to provide a high level of service. With more than half a century of experience, Equity Planning, Inc. serves a diverse client base spanning a multitude of industries in over 40 states nationwide, with a high concentration in the Washington D.C. area including Maryland and Northern Virginia. The professional staff holds credentials which include the prestigious CERTIFIED FINANCIAL PLANNER™ designation, MBA, and professional licenses including FINRA Series 6, 4, 7, 24, 53, 63, 65 registrations held with LPL Financial LLC, and life and health insurance licenses. Additionally, financial planners are members of the Financial Planning Association (FPA®), the nation's largest membership organization for personal financial planning experts, and the National Association of Insurance and Financial Advisors (NAIFA).