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Equinox Financial Advisors, Inc.
Equinox Financial Advisors is a Vermont RIA founded in 2004, serving individuals, families, non-profits under a fiduciary standard.
Equinox Financial Advisors, Inc.
Equinox Financial Advisors was founded in 2004 and is based in Manchester Center, Vermont. The firm is independently owned by its principal and registered as a Vermont RIA, meaning it operates under a fiduciary duty to clients. The firm provides investment advisory and financial planning services to individuals, families, non-profits, and small businesses. Its approach combines financial planning and investment management through an integrated model. The firm does not disclose specific asset classes, investment strategies, or portfolio companies. Equinox maintains a single office in Manchester Center and does not report total professionals or AUM publicly. The firm emphasizes long-term client relationships, personalized service, and a fiduciary standard as its core commitments. Equinox operates as a standalone RIA without affiliation to larger financial institutions, investment funds, or family offices. Its structural differentiator is its independent fiduciary posture and focus on serving local Vermont clients through a single location.
General information
Firm type
Venture Capital
Year founded
2004
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Manchester Center
Corporate office
Manchester Center, VT, United States
Frequently asked questions
Who runs investment decisions at Equinox Financial Advisors?
Equinox Financial Advisors is independently owned and operated by its unnamed principal, who also serves as the firm's primary advisor. No names of investment professionals or decision-makers are publicly disclosed on the firm's website.
How does Equinox Financial Advisors source proprietary deal flow?
Equinox does not publicly describe any proprietary deal sourcing. Its website indicates the firm focuses on financial planning and investment advisory rather than sourcing direct private-market or alternative investments.
Is Equinox Financial Advisors structured as a family office?
No. Equinox Financial Advisors identifies as an investment advisory and financial planning firm, not a family office. It serves multiple client types including individuals, nonprofits, and small businesses, rather than managing capital for a single family.
Does Equinox participate in fund commitments or only direct deals?
The firm does not disclose participation in fund commitments or direct deals. Its publicly stated service includes financial planning and investment management, likely focused on publicly traded securities, not private market transactions.
What investment stages does Equinox typically target?
Equinox does not specify targeted investment stages. The firm describes a long-term integrated approach to financial planning and investment management, suggesting a multi-asset allocation strategy rather than a stage-specific focus.
Where does the underlying wealth come from for Equinox's clients?
Equinox does not disclose the source of wealth for its clients. The firm serves individuals, families, nonprofits, and small businesses without public attribution of wealth origin.
Does Equinox maintain philanthropic structures?
Equinox's website does not mention any philanthropic structures or foundations. It serves non-profits as clients but does not disclose any affiliated charitable vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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