Let our expertise guide you.
With over 25 years of experience, our financial planning team is here to assist you through both the practical and emotional aspects of dealing with life’s major challenges and transitions. At Aequus, we lead our clients on a journey of discovery, exploring your goals, hopes and dreams, then designing tools and solutions that ensure success as you manage your investments and the changes in your life side-by-side.
Enjoy a life well lived. Call Nancy today at (312) 664-4090 to set up an appointment with an Aequus advisor.
Updates & Insights See all »
Gen Y Couples Buying Their First Homes Together Before Marriage
Marty Martin in mainstreet.com | May. 21, 2013
Schwab Market Perspective: Soft Patch—Part Four?
Are we about to see a fourth-straight spring soft spot, and what does it mean for investors?
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Why Americans Don’t Save, Even When They Can ... by Dr. Marty Martin
Chicago Tribune Business. | Apr. 8, 2013