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. With a focus on understanding their clients' well-being and goals, Equanimity Financial Partners provides thoughtful stewardship of savings and capital, offering services in investment planning, portfolio management, and risk management in life investing.
Committed to cultivating success, Equanimity Financial Partners emphasizes the importance of developing the right habits of thought and action suited to the challenges at hand. They also prioritize risk management based on probabilities, aiming to avoid costly mistakes and preserve capital for long-term investment success. With a team of experienced professionals, Equanimity Financial Partners provides personalized advisory services to clients, helping them navigate the complexities of the financial world.
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