Broker Check

Designing Your Financial Future Today

Backed By Over 150 Years of Combined Experience

Let's Talk

OUR Services
Your Gateway to Financial Wellness

Equity Design Group offers a comprehensive suite of financial services, all tailored to the distinctive needs of our clients. From financial planning to legacy planning, we strive to provide personalized solutions that empower individuals to achieve financial goals and create a sound financial future.

Financial Planning

Design A Plan To Make Your Goals A Reality 

Blog

Investment Management

Diversify Your Investments To Safeguard Your Future

Learn more

Retirement Planning

Approach Your Golden Years With Ease And Confidence.

Learn more

Insurance Planning

Protect Your Tomorrow For Whatever Might Come Your Way

Blog

Legacy Planning

Secure Your Legacy For Future Generations

Learn more

Tax Planning

When you pay income tax that you could have avoided, deferred, or mitigated you are voluntarily paying more than you should.

Learn more

EXPERIENCE THAT MATTERS
Bringing Your Entire Picture Together: One Piece at a Time

At Equity Design Group, we understand the importance of having access to top-tier money managers. Our team comprises seasoned professionals who utilize research findings and technology to deliver comprehensive investment strategies. With us you can remain confident that your investments are in capable hands, guided by expertise and innovation.

Knowledge Leads To Financial Freedom

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Weekly Market Commentary

Weekly Market Commentary

Thoughtful insight on market news

Learn more
LPL Research

LPL Research

Helpful documents provided by the LPL Research Team

Learn more
Resource Library

Resource Library

Curated articles, videos, and more for a financially savvier you.

Learn more
Blog

Blog

Stay up to date on the latest firm news

Learn more

Let's Talk.
Take the First Step.

Thank you!
Oops!