Why Families Leave Other Firms for EWA & Never Look Back
Most advisory firms manage investments. A few offer planning. Almost none deliver coordinated, all-in-one family office level guidance without commissions, confusion, or drop-off between professionals.
That’s where EWA is different.
Key Area
Typical Financial Firm
Equilibrium Wealth Advisors (EWA)
Fee Structure
- Transparent wrap program with an all-encompassing advisory fee; no commissions or hidden product costs.
Fiduciary Standard
May only act as a fiduciary on select accounts or part-time.
- Legally obligated to act in pursuit of your best interests across all areas of your financial plan.
Planning Scope
Focused on a single aspect, such as investments or insurance, with basic financial planning add-ons.
- Comprehensive planning: retirement, tax, estate, risk management, education, budgeting. A fully integrated plan.
Tax Services
Typically referred to an outside CPA, handled once a year.
- In-house CPA offering year-round tax planning and return preparation, coordinated with your full financial plan.
Client Experience
Annual reviews or reactive service as needed.
- High-touch, proactive service from a dedicated team that deeply understands your evolving goals.
Technology
Standard reporting tools and static dashboards.
- Real-time, goal-based planning software customized to your preferences and values.
Professional Coordination
Clients must manage attorneys, accountants, and insurance professionals independently.
- EWA handles all tax, risk management, and legal coordination in-house. For anything outside of our services, we act as your quarterback, ensuring seamless execution.