Equanimity Wealth

Equanimity Wealth is an advice-only, fee-only financial planning firm based in Glendale, CA, dedicated to helping families, small business owners, and independent professionals gain financial clarity and confidence. We provide personalized, transparent, and judgment-free financial guidance, ensuring that every client moves from surviving to thriving.

Our services include:
✔ Comprehensive Financial Planning – Budgeting, cash flow management, and long-term financial strategies
✔ Investment Management Guidance – Advice on building and managing your portfolio tailored to your goals
✔ Small Business Financial Consulting – Business entity selection, financial strategy, and tax planning
✔ Retirement & Tax-Efficient Planning – Helping individuals and families build wealth strategically

At Equanimity Wealth, we believe that financial planning should be accessible, empowering, and stress-free. As an advice-only fiduciary, we provide unbiased, commission-free financial guidance, ensuring our clients receive independent, conflict-free advice tailored to their unique needs.