The Aequus Story

Aequus has a long history in working with clients in transition. Cicily Maton, the Aequus founder, began her career working with people going through divorce, she soon recognized that emotional stress caused many to make errors in decision making that impacted their financial well being for years to come. Very soon Michelle and Cicily noticed that other life events affected decision making.

They developed tools and processes that aided their clients to move through the transition maze with less stress, and in less time. They joined other financial planning professionals to share their experiences and developed more and better methods. They sought the expertise of psychology, gaining insights into communication and tools for change. In 2003, Dr. Wm “Marty” Martin joined the Aequus Team. He is instrumental in coaching clients in need of a little more “nudging.”