Equity Planning Institute, Inc Email Format

Financial ServicesMaryland, United States0-1 Employees

Equity Planning Institute, Inc is a financial services firm based in Bethesda, Maryland, serving individuals, families, and business owners nationwide since 1963. The firm provides independent, comprehensive financial planning designed to address a wide range of client needs and priorities, working with a diverse client base that includes professionals from multiple industries and backgrounds. Services are delivered to clients across more than 40 states, with a notable concentration in the Washington, DC metropolitan area, and the firm conducts planning interactions both in person and remotely. The organization emphasizes professional development for its planners, who participate in established industry associations, and it utilizes registered investment advisor and broker-dealer relationships to offer investment advice and securities through its affiliated entities. The company presents itself as a long-standing, fiduciary-style advisor operating within the financial planning and investment advisory landscape, with formal affiliations and regulatory disclosures reflecting its position in the market.

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