Thrive In The Financial Industry

The Solution for Women in Financial Planning

All entrepreneurs have a wish list when it comes to building their business — the marketing, the technology suite, the coaching, the relationships. They ultimately want to provide the best offering they can for their clients.

But this can be expensive, whether you’re just starting your business or are decades into running your own firm.

Enter Equita Financial Network: We provide everything female founders need to run a high-quality financial planning firm. You still have full ownership over your brand and your company — we just make it a lot easier for you to be successful.

Learn more about how Equita embraces women advisors

EQUITA’S MISSION: LET’S MOVE THE NEEDLE FOR WOMEN IN THE FINANCIAL PLANNING INDUSTRY.

Equita wants to change the financial services industry as we know it. We want women to not only stay in financial planning, but thrive. We want women to feel supported and included, like they are a part of the industry — whereas forever we have felt excluded, not part of the club, as though we couldn’t be successful as financial advisors because of our gender.

Women who want to stand apart from the crowd and go their own way make people feel uncomfortable, especially people at institutions that have always done things a certain way.

Equita is here to disrupt the industry and let women know that there is another way, a better way, to build the business you want and build the life you want to live.

We believe that:

You should be able to run your own financial planning firm on your own terms — and thrive while doing it.
Running your business and providing the best offering for your clients should be affordable.
There is power in community and collaboration.

BRIDGET VENUS GRIMES,
CO-FOUNDER OF EQUITA
AND PRESIDENT OF
WEALTH CHOICE

talks about four key de-railers that can prevent women executives from leading the lives they want.

Women We Serve

Big financial services companies are always talking about how they want to support and retain women in financial planning, but they can’t figure it out. Equita has figured it out — because we understand women’s experiences in this industry and have faced the exact same challenges over the course of our advisory career. From our own personal experiences and from the women we’ve talked to, we’ve seen female financial planners at all stages of their careers face the same issues. Our clients tend to be one of the following:

01.

Advisors that feel stagnant and want to break away

You’re an employee at a firm, but you want to have more. You don’t want to just get paid based on what the people up top are deciding you get paid. You want to work with the clients you want to work with, and not be told how to build your business. You want to be a business owner, but you find that there’s no easy way for that to happen.

02.

Current business owners who want to grow their business

You want to scale your business, but you can’t do it yourself because there are not enough hours in the day. You’re so engrossed in just running your business that you don’t have the time and energy to strategize and invest in future growth.

Whether you’re leaving your current firm to start your own company, or wanting to grow your existing company, it can be expensive, lonely, and nerve-wracking. At Equita, we provide the resources you need to succeed and be accountable.

If you are an experienced financial planner and you want to run a business on your own terms, then Equita is the right fit.

What Our Members Say About Us

"Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen. I also liked the collaborative network Equita provides for sharing best practices not only for my clients, but my business."

Mindy McCubbinFounder, Truman Wealth Advisors

The Power of the Right Community

The Power of the Right Community By Gretchen Halpin, Beyond AUM It seems that in-person conferences are in full swing, and the end of the

December 22, 2022

Four Questions to Ask Before Selecting a TAMP

A turnkey asset management program (TAMP) provides financial advisors with an easy way to outsource investment management and research. While there are many benefits to

December 12, 2022

Diversity is visible, but inclusion is felt

Jackie King inspires us with the quote above to reach as many female advisors as possible. It pushes us to expand our reach and make sure it is felt throughout the financial advisory industry

Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

ADV Part 3

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.