Equilibrium Wealth Advisors offers tailored financial planning & investment advice. Schedule a consultation today!
Equilibrium Wealth Advisors (EWA) provides personalized financial planning and investment advisory services to help clients achieve their long-term financial goals. As an SEC-registered firm, we offer expert guidance on wealth management, retirement planning, and strategic investments tailored to your unique needs. Our team is dedicated to delivering customized solutions that align with your finan
09/08/2026
Some photos never get old.
They remind us why we work hard, why we plan ahead, and why we value time with the people we love most.
At EWA, we believe a financial plan should help create more moments like these.
Because that's what it's really all about. đź’™
09/07/2026
Happy Labor Day from all of us at EWA!
Today, we celebrate the hard work and dedication of workers across our communities. We hope everyone has the opportunity to enjoy a safe and relaxing holiday weekend.
09/04/2026
These moments don’t happen often.
Most days, Chris, Matt, and Jamison are together in the office building plans, reviewing strategies, and serving our clients.
Getting a day on the golf course is always a good reminder of how grateful we are to work alongside people we’re lucky to also call friends.
Trying to pay $0 in taxes might be costing you more than you think.
Jamison Smith sits down with Tom Krahe and Andy Bianco to break down why chasing every write-off can lead business owners to bad decisions, like buying a $100K vehicle to "save" on taxes when you're still $60,000 out of pocket. The smarter goal is lowering your effective tax rate, not eliminating it entirely.
Watch the full episode, link in bio.
At EWA, we believe lifelong learning is the foundation of a well lived, well planned life.
Over the years, our team has built a growing library that has shaped how we think about money, decision making, purpose, and balance. These are not just books we recommend. They are books we have read closely, discussed deeply, and reflected on together.
For each title, we created a concise summary and share our top takeaways so you can quickly absorb the ideas that influence our approach to wealth and life.
Each week, we will be featuring one of these books in our EWA Equilibrium Insider Newsletter.
Check out our newest featured book and join us as we explore one great read at a time.
Subscribe to the Equilibrium Insider through through the link in our bio.
-Simple Wealth, Inevitable Wealth-
by Nick Murray
Building wealth is simple, but that doesn’t mean it’s always easy.
Simple Wealth, Inevitable Wealth reminds us that long-term financial success often has less to do with predicting markets and more to do with patience, discipline, and behavior. Staying focused on the long term, understanding that volatility is part of investing, and avoiding emotional decisions can make a meaningful difference over time.
A great reminder that successful investing isn’t about reacting to every market move. It’s about having a plan and the discipline to stick with it.
09/01/2026
Sunshine, shades, and summer vibes.
Jordan knows how to make the most of the season. Whether it's time away, time with friends, or simply soaking up the sunshine.
Here's to making the most of summer!
08/31/2026
Taxes matter, but they’re only one part of your financial plan.
Focusing too heavily on minimizing taxes can sometimes lead to holding the wrong investments, delaying important decisions, or adding unnecessary complexity.
Good planning looks at the bigger picture.
Sometimes paying taxes creates more flexibility. Sometimes simplicity is worth more than another deduction. And sometimes the best long-term decision comes with a tax cost today.
The goal is to make thoughtful decisions that balance taxes with your investments, your family, your future, and the life you want to live.
Taxes are part of the plan. They aren’t the whole plan.
08/28/2026
Consistency compounds.
The strongest financial plans aren’t built through one big decision. They’re built through the small, intentional decisions made consistently over time.
Reviewing the details. Staying proactive. Adjusting when life changes. Following through on the plan.
At EWA, that consistency is part of the work we do every day, because long term confidence is built one thoughtful decision at a time.
Quick question: does your will actually control where your money goes when you pass?
Not always. In this clip from this week's FIN-LYT Podcast episode, Kari Owens, EWA's newest team member, breaks down why beneficiary designations on your accounts can override your will entirely, and why keeping those forms up to date is just as important as the will itself.
She also shares how often you should really be reviewing your estate plan.
Full episode is live now. Link in bio to watch.
08/26/2026
Real talk: most estate plans get signed once, and then forgotten in a drawer.
We built a better way.
Estate planning is now a living part of your EWA financial plan.
Ask your EWA advisor how to opt into this service.
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