Equivest Advisory Group, LLC is a financial planning and consulting firm dedicated to helping individuals and families achieve major life goals—like buying a car or home, launching a business, or building generational wealth. We aim to serve a diverse clientele, including minorities, women, and veterans.

• Credit improvement (“financial profile enhancement”)

• Personal budgeting and savings coaching

• Tax Forms Preparation • Financial literacy for all ages (especially children)

• Business seed capital planning and access to funding options