• MONEY DOESN’T HAVE TO BE COMPLICATED.

    Are you confused by most financial advice? If so, you’re not alone.

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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Equity Planning, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Equity Planning we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Financial Planning

Individuals and families approach us for our advice on a variety of financial planning topics. Learn More

Risk Management

Often, when people hear the word “risk,” they immediately consider asset allocation. Undoubtedly, conversations about risk and reward help to guide us in designing investment portfolios that are tailored to each client. Learn more

Wealth Management

Wealth management helps high net worth individuals benefit from a holistic approach in which your advisor coordinates all the services needed to manage your money and plan for your own and/or your family’s current and future needs. Learn more

Business Services

We are the trusted advisor to many of our clients and we work to help them make prudent financial decisions along the way. We help ensure that our business clients are making sensible decisions that are cohesive and in alignment with their business and financial goals. Learn more

Personalized Wealth Management

Equity Planning opened its doors in 1963 and since then, we have provided independent and comprehensive financial planning services to individuals, families, and business owners nationwide.

We serve a diverse client base spanning a multitude of industries, investment knowledge, passions, and priorities from our firm outside of Washington, DC in Bethesda, MD. Our wide range of clients includes medical professionals, contractors, business owners, corporate executives, government employees, and many other backgrounds.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered outside of Washington, DC in Bethesda, MD, Equity Planning works with clients in over 40 states nationwide. Contact us today to speak with a wealth advisor or financial professional.

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Insights

Equity Planning’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary August 14, 2017

Geopolitics took center stage last week with U.S.-North Korea tensions leading to a cautious pullback across global markets and greater emphasis on safer investments. Given the ferocity of the rhetoric between the U.S. and North Korea, the market reaction seemed subdued. The S&P 500 dropped 1.4% and the MSCI ACWI slid 1.6%. The flight to safe havens pushed gold and bond prices higher. The Bloomberg BarCap U.S. Aggregate Bond Index rose 0.2% and gold climbed 2.4%.

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Monthly Newsletter
August Monthly Newsletter – Back to School Planning ...

If you’ve looked at the ads in your Sunday paper lately, you know what time of the year it is . . . Back to School season! With most students starting classes later this month, retailers across the country are planning for the influx of shoppers looking for the best deals on back to school clothes and supplies. Read more

Blog
Fees or Foes

Published by Scott Kubie

Recently, a fee-only financial advisor mentioned to me that more clients are proposing to manage more of their own assets and invest in the “S&P 500.” For most who go down this path, this move will likely end badly. These investors, while seeking to avoid wealth management fees, are ignoring the value their advisor brings to them as well as the current market environment. Read more

Video
2017 3rd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor.

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News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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Blog post
  • How to Avoid the Top 3 Financial Fears in Retirement

    You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more

Weekly Market Commentary
  • Weekly Market Commentary August 7, 2017

    Generally solid economic data and earnings are continuing to propel the bullish momentum. The Dow Jones touched and crossed the 22,000 level mid-week while the S&P 500 fell just short of last week’s all-time record. Most global indices were up as well on the positive data. The S&P 500 edged up 0.2% and the MSCI ACWI climbed 0.4% and set a record high early in the week.  The BarCap U.S. Aggregate Bond Index rose 0.2%. Read more