Equilibrium Wealth Advisors
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  • Matthew Blocki
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  • Jamison Smith
  • Nick Stonesifer
  • Jake McCracken
  • Trevor York
  • Nancijo Pruce
  • Quinn McCracken
  • Grace Holt

Trevor York, CFP®, RICP®

Wealth Advisor  |   trevoryork@ewa-llc.com    |   412.526.8939

Trevor is a Wealth Advisor at Equilibrium Wealth Advisors.

As a Wealth Advisor, Trevor implements the financial plans built for our clients. He is especially adept at tax, investment and retirement planning. Our clients benefit greatly from his affinity to dive into the weeds of any complex planning question or portfolio review.

To support this role, he has invested in building a strong knowledge base by earning several designations and licenses: he is a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional (RICP®). He completed the Executive Certificate in Financial Planning from Duquesne University and he holds the Series 66 license as well as the Life, Accident and Health license in the state of Pennsylvania.

With his wife Abby and sons Ezra and Rafe, Trevor and his family live in Beaver Falls. He is an active member of his church and in his free time, he enjoys reading, playing basketball, working out and hanging out with friends and family. Trevor graduated from Geneva College where he played collegiate basketball.

Trevor is from Indiana (the state). He is the resident expert on any financial planning topic that requires hours of detailed research. He is waiting patiently for his first interaction with a client where his height isn’t the first thing mentioned.

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.

381 Mansfield Avenue  |  Suite 200A  |  Pittsburgh, PA 15220

412.288.2363  |  info@ewa-llc.com

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