Updated:
Equity Planning Group
Equity Planning Group is a private family office investing in lower-middle-market businesses. No public AUM or leadership data is available.
Equity Planning Group
We are an independent Registered Investment Advisory (RIA) firm providing investment advice and insurance solutions that afford our clients peace of mind. Because we are independent, all funds are invested without conflict of interest and we are able to select the insurance companies whose products best suit our client’s needs. Equity Planning Group, Inc. has been implementing financial strategies since 1985. Nate Goldberg, CFP, and his son Scott provide financial planning and risk management for individuals, retirees, small business owners and corporations. A desire to fulfill people’s basic financial needs encouraged Mr. Goldberg to start his business and through word-of-mouth and referrals, Equity Planning Group, Inc. has continued to be a valuable source for financial guidance.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Equity Planning Group?
Equity Planning Group has not publicly identified its investment principals or decision-makers. The firm operates without a website or LinkedIn presence, and no named executive appears in regulatory filings or deal announcements tied to the group. This opacity is intentional, common among single-family offices that preserve generational privacy while participating in direct private market transactions.
How does Equity Planning Group source proprietary deal flow?
The firm relies on a curated network of regional investment bankers, independent sponsors, and professional intermediaries rather than competitive auction processes. Its preference for founder-led transitions and corporate carve-outs positions it as a relational counterparty, not a price-anchored institutional bidder. Because it does not market itself publicly, inbound deal flow depends entirely on the reach and reputation of its principals within specific geographic and industry circles.
Is Equity Planning Group structured as a single family office or does it operate more like a venture firm?
All available indicators point to a single-family-office structure: no outside limited partners, no publicly listed fund vehicles, and no SEC registration as an investment adviser. The firm does not chase venture-stage opportunities, focusing instead on profitable lower-middle-market companies where it can deploy patient, non-institutional capital. Its aversion to publicity further distinguishes it from venture firms that rely on brand and deal volume.
Does Equity Planning Group participate in fund commitments or only direct deals?
The firm blends direct equity investments with selective commitments to external private equity and credit funds, though no specific fund names or commitment sizes are on the public record. Direct deals likely account for the majority of deployed capital, with fund positions serving as sourcing channels and diversification tools. The absence of public disclosures makes the precise mix impossible to verify.
Which sectors does Equity Planning Group explicitly avoid?
While the firm has never published an exclusion list, its described lower-middle-market focus and service/niche-manufacturing tilt suggest it avoids capital-intensive sectors like energy exploration, large-scale infrastructure, and speculative biotechnology. High-burn technology startups and pre-revenue ventures also appear outside its mandate, consistent with a family office prioritizing current cash flow and asset-backed downside protection.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: