Services Offered
Personalized Financial Planning
Customized strategies focused on your unique goals, including retirement, education, and estate planning.
Investment Management
Active management of investment portfolios with a balanced approach to growth and risk mitigation.
Wealth Management
Comprehensive oversight of all financial aspects, from asset allocation to tax-efficient strategies.
Retirement Planning
Expert guidance on saving, investing, and income planning for a secure retirement future.
Ongoing Financial Advisement
Continuous support and responsive advice to adapt plans as your life and career evolve.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
B
Brian Walters
via Google
3 months ago
EWA has been our trusted financial advisors for many years. We are grateful for their support, direction and investment expertise.
N
Nicholas Thompsonvia Google
4 months ago
We’ve been with Matt Blocki and the EWA team since the beginning. It’s been such a comfort to have them help us navigate our financial lives as our family and careers have grown. Our experience has been first class with the entire EWA team!
M
Michael McCaffertyvia Google
6 months ago
Working with EWA over the past 10 years has been truly an excellent experience. The team is extremely knowledgeable and available for their clients. They have been extremely successful in planning my longterm investment strategy, focusing on my goals, and crafting a plan unique to me. Chris and his he team have been active and engaged in all financial aspects of my life, and have always been available to provide on the spot advisement to create plans that assist me in obtaining my goals. They are kind, responsible, and thoughtful. Blessed to have such a great team of advisors.
V
Vincent Antkiewiczvia Google
7 months ago
I really enjoy working with EWA! They make understanding and managing finances super easy. EWA is a great team to work with and I feel like I am in great hands and have built great trust with them when it comes to my finances!
D
Dan Slivkavia Google
9 months ago
Highly recommend using Equilibrium Wealth Advisors for your financial and wealth management needs. My wife and I have been working with the team for 2 years at this point and have been consistently impressed with our financial advisors (Matt and Ben). Their thoroughness in every aspect of our financial planning gives us great peace of mind. We especially value their well-balanced approach, which helps us feel secure and optimistic about our future. Plus, their availability and responsiveness are outstanding – they're always there when we need them.
