About Us | Equipoise Wealth Management, Inc., Fee-Only, Independent Certified Financial Planner Advisors

Our History

In 1987, recognizing the consumer need for objectivity in financial matters, Susan O’Grady established EQUIPOISE Wealth Management, Inc. as an independent, fee-only, registered investment advisory firm. We do not sell products or collect commissions.

We protect seven core values that represent the essence of our company philosophy:

Integrity
Innovation
Teamwork
Excellence
Respect
Joy
Social Responsibility

We cultivate leadership qualities in our employees, while striving for enduring client satisfaction.

Our clients represent a broad economic and social cross-section. Clients range in age from 23 to 97. We provide financial guidance to individuals and businesses.

CFP® and Certified Financial Planner™ are federally registered service marks of the Certified Financial Planner Board of Standards (CFP Board).
CFP licensees adhere to a Code of Ethics and Professional Responsibility,
and continuing education and disclosure requirements in the interest of providing the highest level of professional service to their clients.
Chartered Retirement Planning Counselors^sm and CRPC® are registered service marks of the College for Financial Planning.
Copyright 2011, Equipoise Wealth Management, Inc.

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Our History