About Us

Established 2013

Who Is Equilus Group Inc.?

A team of talented financial experts, working together to leverage our broad spectrum of skill sets to provide a comprehensive suite of financial services. Our home office is in downtown Wenatchee, WA, serving the Pacific Northwest.

Wenatchee River

Why was Equilus Group Inc. formed?

Equilus Group Inc. is the brainchild of Joel Frank, managing principal. After many years of diverse experience in the financial industry, including extensive experience in agricultural commodities, Joel realized he wanted to provide a different experience for his clients.

Some financial companies provide specific sets of services, like tax planning, investment advising, portfolio management or employee benefits packages. While these experts may be great at what they do, they are often limited in the services they can provide. This leaves the decision on you to coordinate between different financial professionals for different needs, which can be time-consuming and complex.

Other companies provide multiple services, but each area of expertise operates in a “silo”, separated from the other professionals. As a result, while they may offer a full suite of financial services, the results are often uncoordinated and disjointed, resulting in financial decisions that are not optimized for your financial situation.

Established to address critical financial challenges, Equilus Group Inc. is an independent registered investment advisory firm. We specialize in crafting personalized, comprehensive financial plans designed to optimize your path to achieve your financial goals. Our commitment to ongoing support includes regular reviews and a collaborative approach with your existing professionals to ensure seamless coordination and prioritize your best interests.

  • Our Commitment to the Community

    Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn’t end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work.  Our team is passionate about giving back to our communities therefore we engage in charitable organizations and civic events throughout the Northwest.

  • Our Mission

    To provide financial security and peace of mind by delivering proven solutions with expert professionals, driven by the passion to add value to each clients life through service & relationship

  • Our Goal

    To help people and businesses achieve their financial goals by providing proactive planning and problem solving with professional plan implementation and monitoring

  • Our Commitment to Our Clients

    Our working environment is characterized by teamwork, trust, and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.

A Holistic, Customer-Focused Approach to Wealth Management

At Equilus Group Inc., we take a different approach. We have assembled a team of financial experts that are each at the top of their field. But unlike other companies, our first priority is to communicate and collaborate on what is best for our clients. Our relationship with our clients is the driving force behind every decision that we make. The plans we build for each client are unique and involve direct communication between the client and the professionals on our team.

We have decades of experience in reaching across all areas of finance, from real estate investment to tax planning to business planning and benefits. If you have an existing relationship with a financial professional, we will work with them to leverage the best possible solution.

Our Services