As your trusted advisor, we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. Over 50 Years of Independent Financial Planning
Equity Planning opened its doors in 1963 and since then, we have provided independent and comprehensive financial planning services to individuals, families, and business owners nationwide. We serve a diverse client base spanning a multitude of industries, investment knowledge, passions, and priorities from our firm outside of Washington, DC in Bethesda, MD. Our wide range of clients includes medical professionals, contractors, business owners, corporate executives, government employees, and many other backgrounds. Our firm works with clients in over 40 states nationwide, with a high concentration in the tri-state area of Washington, DC, Maryland and northern Virginia. We work successfully both in person and remotely with clients to plan their financial futures. To ensure the highest level of service to our clients, we continually seek professional development. Our office credentials include the prestigious CERTIFIED FINANCIAL PLANNER™ designation, MBA, and registrations including FINRA Series 4, 7, 24, 53, 63, 65 securities registrations, and life and health insurance licenses. Additionally, our planners are members of the Financial Planning Association (FPA®), the nation’s largest membership organization for personal financial planning experts, and the National Association of Insurance and Financial Advisors (NAIFA). We take a comprehensive approach to wealth management and create a customized plan that shows where the gaps are and how to help fix them. We first listen to our clients to understand their unique goals and get a snapshot of their current financial picture. We then analyze this snapshot from 27 perspectives along the Protection, Savings, and Growth continuum, which allows us not only to spot deficiencies, but to prioritize any recommendations as well. We are backed by the full resources of Cetera Wealth Services LLC and CWM, LLC in Technology, Research and Operational support. For more information on Equity Planning Inc., please visit www.equityplanning.com. Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Cetera Wealth Services LLC or CWM, LLC and have not been reviewed by Cetera Wealth Services LLC or CWM, LLC as to accuracy or completeness. For a list of states in which I am/we are registered to do business please visit: www.equityplanning.com
Forbes Best-in-State Wealth Advisor: Awarded to Marc Schliefer for 2022-2026. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Selections are made based on pre-determined thresholds and acceptable compliance records. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 2026 research summary as of as of Janurary 2026: 51,065 nominations received, 25,302 telephone interviews – 6,702 in-person interviews at Advisor’s location, and 1,553 web-based interviews. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using this award. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
