Equilibrium Wealth Advisors (EWA) was founded in 2020 in Pittsburgh by founder and CEO Matt Blocki with a simple but ambitious mission: to help high-net-worth families achieve clarity in wealth and life.

His conviction that families deserve more than just basic investment management inspired EWA’s core philosophy: Families deserve a team that connects their money to their legacy, their values, and their future generations.

EWA does this by helping them to

live their best life today;
secure the future; and
balance financial paradoxes through constant reviews and plan calibrations.

The Wealth Management Firm for Today & Tomorrow

Today, EWA stewards over $750 million AUM (assets under management) for families and business owners and is building toward the next billion by doing the simple things relentlessly well: deep discovery, proactive planning, and crisp execution. At EWA, our wealth strategists act as personal CFOs for our clients. Our promise is clarity and follow-through—so clients can make decisions faster and live with less financial noise.

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 do not offer standalone tax preparation or insurance services. Our advisory fee fully integrates all of our services:
- 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.

Get Started Today

Remember, at EWA, we don’t just manage money; we help families design legacies. And we’re ready to design yours. With offices based in Pittsburgh, EWA serves clients both locally and across the U.S. Request an appointment now.

The Beginning

Matt Blocki works as a college intern in financial services. He spends his early years in insurance sales, learning persistence, and bringing clarity and purpose to his clients’ financial lives.

Building Foundations & Refining the Vision

Business transitions from product sales to holistic planning, focusing on physicians and retirees. Matt becomes known for tackling what really keeps his clients up at night — student loans, contracts, and retirement distributions. Grows from hundreds of small clients to a select group of families entrusting Matt and his team with their full financial picture.

Launch of EWA—Starting AUM: $120 M

EWA officially opens as an independent Registered Investment Advisor (RIA), free from product grids and silos. Starting with a small, foundational team, the firm sets out to act as a true Personal CFO for high-net-worth families.

Direct Indexing Rollout—AUM $244 M

EWA launches its own direct indexing platform, giving clients institutional-level tax efficiency and personalization in their portfolios.

Tax Services Fully Integrated—AUM $519 M

Tax preparation and planning are brought in-house, eliminating the need for clients to juggle separate CPAs. EWA now has one consolidated team overseeing investments, planning, insurance, and taxes for all clients.

Expansion of Trust & Retirement Services—AUM $750 M

EWA adds fiduciary trust services and corporate retirement plan custody, which includes 401(k) oversight/maintenance and participant guidance/directive.

The Future

EWA is building a premier independent multi-family office for affluent families designed to grow with intention. EWA is committed to remaining only employee-owned, debt-free, and always keeping clients first.

Our Story