Equivest Financial Advisors is a holistic wealth management firm based in Novi, Michigan, offering financial guidance centered on each client’s individual goals, needs, and priorities. The firm’s approach begins by listening to clients and understanding their personal stories before developing tailored strategies; it emphasizes a client-first relationship and aims to minimize conventional conflicts of interest. Its services include comprehensive financial planning, investment management, insurance planning, retirement planning, and late-stage college planning.

Equivest also offers its Concierge Advice service and provides educational resources, including FAQs, articles, events, and a free guide to help people consider whether Roth conversions may support their retirement plans. Clients can access financial planning tools, investment account access, a video library, secure document uploads, and meeting bookings through the firm’s online portal. Equivest describes its practice as intentionally exclusive, with the founders planning to limit the number of clients to help maintain service levels.

The firm is located at 28175 Haggerty Road in Novi and invites prospective clients to book a complimentary meeting