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You have questions.
We have answers.

Guided Financial Planning & Wealth Management

You have questions.<br>We have <span><span>answers.</span></span>

Expert Advice … Designed to Empower

You have questions … we have answers. We work diligently to be authorities in our field and we love sharing our knowledge. Our advice is designed to empower you to understand your financial situation, make informed decisions, and optimize opportunities.

Our door is always open

Are you on track for retirement? Do you feel uncertain about your investments in the current market? Perhaps you don’t know where to go or who to turn to for advice. Our door is always open—let our experience guide you. Give us a call to get started.

Let’s Connect
Let us carry the weight of wealth management for you

Let us carry the weight of wealth management for you

Most people don’t have time to learn the nuances of financial planning and many are overwhelmed by the complexity of a changing world. That’s where we come in. We will carry the weight of wealth management for you — with knowledge, advice, and services designed to put your needs first – always. Take a look at the services we offer or give us a call if you aren’t sure where to start.

Executive financial planning designed to optimize

Services for Executives

Executive financial planning designed to optimize

Financial planning should be tailored to your needs.

You have goals and we have the tools to help guide you.

As an executive, you generally benefit from complex compensation and retirement structures. To map out your future, you need an experienced guide who stays on top of your compensation, awards, incentives, deferred compensation, deferral elections, stock plans, pensions, and more. Having a team of wealth management professionals by your side means you don’t have to navigate these complexities alone.

Our expertise is reflected in the dedicated services and tools we’ve developed to help you with key decisions during open enrollment, trading windows, and before and after retirement. Our years of experience working with executives have inspired us to develop custom calculators, illustrations, and educational tools designed to help you understand and optimize your planning efforts.

Fiduciaries by your side

Fiduciaries by your side

Michael and I created EQ to provide tailored advice and services to help our clients meet their financial goals. Our team has an insatiable appetite for learning, serving, and growing. We pride ourselves on being fiduciaries and providing the tools and resources that make financial planning more understandable and effective. We are committed to offering our clients thorough advice and support.

– Stephen Emanuels, co-founder

When Stephen and I founded EQ, we did so based on a desire to educate and empower. This concept permeates everything we do. Our advisors are passionate counselors who believe that an informed client makes wise decisions. Our best practices are designed to enable clients to leverage our experience and advice. Our operations and client service teams are dedicated to client advocacy and we work tirelessly to ensure that everything works smoothly behind the scenes.

– J. Michael Quigley, co-founder

It starts with a conversation.

You have questions. We have answers.

There’s no pressure. We’re here to help.

Let’s Connect