The Firm

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Matthew Blocki, CFP®, RICP®, ChFC®

CEO and Founder

Stephanie Bogden, MBA, WMCP®

COO, CCO and Partner

Christopher Pavcic

Wealth Advisor

Ben Ruttenberg, CFP®

Wealth Advisor

Jamison Smith

Wealth Advisor and Partner

Nick Stonesifer, CFP®, ChFC®

Portfolio Manager and Partner

Jordan Fediaczko

Director of Investment Operations

Andoni Aristimuno

Creative Director

Piper Martin

Social Media and Executive Assistant

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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EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.

Securities are offered through Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, “Fidelity”), member FINRA/SIPC. Investments in securities and insurance products are not insured by any state or federal agency.

To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.

*See reference 1 and reference 2 for more information about the above-mentioned statistic.