Equilibrium Wealth Advisors

Reviews

• LM

  Lindsay Montague

  Jul 31, 2026
  5.0
  Highly recommend! I’ve worked with Matt and his team for the last decade and have been with EWA since the start in 2020. I could not be happier with my experience. Everyone at EWA has been wonderful! They truly care about helping with your priorities and financial goals. I appreciate the detailed information, quick response time, and extensive resources provided. Ben is my current advisor and he is excellent. Overall, I am extremely pleased with EWA.
• BM

  Bryan McLaughlin

  Jul 15, 2026
  5.0
  The EWA team is both knowledgeable and reliable. They explain their recommendations in an easy to understand format. I highly recommend them!
• TI

  Tobi Isaacs

  Jul 15, 2026
  5.0
  EWA, including Jamison, Tyler, Nick and Taylor, take a personalized approach to our investments with great communication, meaningful portfolio assessments, and consistent updates.
• JZ

  Julie Zelinsky

  Jul 11, 2026
  5.0
  Working with EWA has been an incredible experience. They have done a fantastic job managing our money. Every single session we have, I walk away learning something new. Ben and the team are exceptionally accessible, always taking the time to answer all of our questions. They didn’t just stop at our financial plan, but helped us with our estate planning and tax preparation as well. If you want a trustworthy, highly knowledgeable team to guide you toward retirement, I cannot recommend them enough!
• KD

  Kelly Deimel

  May 7, 2026
  5.0
  Couldn't be more impressed with Equilibrium Wealth Advisors, truly the best at what they do! A very holistic approach to wealth management, very approachable and smart, action-oriented staff.