Are you invested in your dreams?

Learn how to reach

financial success.

Find an Advisor

What do you protect?

When you don’t have a plan,

you live with uncertainty.

We can teach you how to prosper.

Find an Advisor

We are here to help.

We share over 50 years of financial planning experience.

We develop personal plans to secure your financial future.

Through education, we guide you towards your financial goals.

Find an Advisor

Our Services

Our Process

Life is too unpredictable to depend on one income stream.

Plan. Protect. Prosper.

Find an Advisor

Corporate Office

385 E Penny Road, Suite 101 B

Wenatchee, WA 98801

Phone (888) 860-0658 | Fax (509) 550-7025

Email info@equilusfinancial.com

Disclosures

About Us

Our Management Team

All written content is for information purposes only and is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions. Opinions expressed herein are solely those of Equilus Group, Inc., and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Advisory services are offered by Equilus Group Inc., a Registered Investment Advisor in the State of Washington, Idaho, Illinois, Indiana and Oregon. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Washington, Idaho, Illinois, Indiana and Oregon or where otherwise legally permitted.

The inclusion of any link is not an endorsement of any products or services by Equilus Group, Inc. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Equilus Group, Inc., nor any agency, officer, or employee of Equilus Group, Inc., warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

All content copyright Equilus Group Inc.

Are you invested in your dreams?

Learn how to reach

financial success.

What do you protect?

When you don’t have a plan,

you live with uncertainty.

We can teach you how to prosper.

We are here to help.

We share over 50 years of financial planning experience.

We develop personal plans to secure your financial future.

Through education, we guide you towards your financial goals.

Our Services

Retirement Planning

Estate Planning

Investment Management

Tax Planning

Insurance Guidance

Business Financial Planning

Our Process

Life is too unpredictable to depend on one income stream.

Plan. Protect. Prosper.