Equanimity Financial Partners, based in Pasadena, CA, is a registered investment advisor that takes a partnership approach with its clients. They view their clients as owner-partners and themselves as managing partners, investing alongside their clients and recommending investments they are willing to own. Equanimity Financial Partners focuses on understanding their clients' well-being and aims to preserve and enhance their peace and joy through thoughtful stewardship of their savings and capital.
The firm offers services in investment planning, portfolio management, and risk management in life investing. They emphasize cultivating the right habits of thought and action to achieve success, while also considering probabilities and avoiding costly mistakes. Equanimity Financial Partners is committed to providing personalized advisory services and managing clients' accounts using various investment techniques and strategies.
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