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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.
Overview
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
RIA
Frequently asked questions
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.
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