Equity Planning Group, Inc.
Equity Planning Group, Inc. (CRD# 112612) is a financial advisory firm headquartered in West Bloomfield, MI. They manage $41,528,248 in 219 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts219ACCOUNTS
Average Account Value$189,627
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Nathan Goldberg (CRD# 1102396) is an Investment Advisor Representative working at Equity Planning Group, Inc. in West Bloomfield, MI and has over 34 years of experience in the finance industry. Nathan Goldberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Goldberg (CRD# 4215716) is an Investment Advisor Representative working at Equity Planning Group, Inc. in West Bloomfield, MI and has over 17 years of experience in the finance industry.