Top-Rated Wealth Advisors

For families that are financially secure and ready to live with intention and confidence.

Finding Your Financial Sweet Spot

At Equilibrium Wealth Advisors (EWA), we serve high-net-worth individuals and families with $1 million or more in investable assets, with particular expertise supporting households in the $10–$100 million range. Our expertise lies in guiding families through the complexities of wealth, family dynamics, and legacy planning. We help you balance today with tomorrow’s financial independence so you can live life with no regrets. With offices based in Pittsburgh, we serve clients locally and across the U.S. Contact us at (412) 991-1385 or request an appointment now.

Why EWA?

  • Concierge-level service: you’re the CEO, we’re your CFO.
  • Employee-owned and client-first, with no private equity and no outside shareholders.
  • One fully integrated team covering every aspect of your financial life.
We help you find the sweet spot by navigating the real tradeoffs that come with success:
  • Time & Money
  • Risk & Return
  • Living Your Best Life Now & Securing the Future
We call this living life by design.

Is Our Wealth Management Approach the Right Fit for You?

  • We serve high-net-worth individuals and families with $1 million or more in investable assets.
  • We have particular expertise supporting households in the $10–$100 million range who face complex financial structures, liquidity events, and multi-generational dynamics.
  • We are a comprehensive advisory firm. We do not offer standalone tax preparation or insurance services. Our advisory fee fully integrates all planning and advisory work, including:
    • Wealth Management & Investments
    • Tax Strategy & Preparation
    • Insurance Planning (via EWA Insurance LLC)
    • Estate & Legacy Planning
    • Retirement & Distribution Planning
    • College & Education Planning
    • Business Succession & Liquidity Planning

See our Planning Philosophy, Investment Philosophy, and Our Process for more details.

Secure Your Future With Our Independent Wealth & Asset Management

Ready to simplify your financial life? With offices based in Pittsburgh, EWA serves clients locally and across the U.S. Request an appointment now.

Verified Client Reviews

The following reviews are based on experiences from EWA, LLC current clients, verified through Amplify Reviews. The ratings and comments reflect each client’s own views and opinions. All ratings are included in the overall average rating, but only comments which meet our publishing criteria are included for display below.

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