Live with Clarity, Confidence & Intention

At Equilibrium Wealth Advisors (EWA), we believe money is not the end goal. Rather, it’s a tool to help you live with clarity, confidence, and intention. Our philosophy considers both today’s priorities and tomorrow’s independence so you can live a life by design, not by default.

From the very beginning of our relationship, and all along the way, we craft a holistic plan that harmoniously connects all parts of your financial life. We make the complex simple by turning your ideas into actions and then executing them with precision.

Here’s How We Do It

Alleviate Financial Stress

We’ll monitor your short-, mid-, and long-term financial goals to make sure you’re on track. Rest in the confidence that comes from knowing you can enjoy today while protecting tomorrow.

Affirm Big Decisions With Safeguards

The fluctuations of life can rattle your security. AT EWA we put fail-safes in place, so whether unpredictability looks like a career move, a change in health, or market volatility, you can move forward with confidence.

Prioritize Partnership

As your personal CFO, we provide an objective micro and macro view of your financial progress. We keep track of the minutiae, which helps you to stay on course in attaining financial independence. Please note, we work with clients who have a $1 million minimum account size. We specialize in managing $10 million+ families who face complex financial issues and challenging family dynamics.

Educate for Logical Decision-Making

Together, we’ll create a sound financial plan based on logic and information and encompassed by your values. This simplifies choices and decisions.

Provide Concierge-Level Service

We never lose sight that people are at the heart of what we do. Count on us for prompt responses and relentless follow-through on your financial goals, both now and in the future.

Simplify the Complex, Avoid Decision Fatigue

Financial success doesn’t have to be complicated. Using an integrated approach, we coordinate all the pieces of your plan. You get peace of mind, confidence in your path, and the freedom to focus on what truly matters—living your best life.

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.

Wealth Management Built for Complex Financial Lives

Consolidate all your financial services under one roof with the trusted team from EWA. With offices based in Pittsburgh, EWA serves clients both locally and across the U.S. Contact us at (412) 991-1385 or request an appointment online now.