Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

My Team

30 Years of Experience

Financial Consultant

Marty Katz

Licensed Assistant

Dixie McDonald

Our Team

Praise is best heard in the third person

We met Marty some 30 years ago and through the years have greatly appreciated his knowledge of the financial market. We have never felt pressure to invest in a market that was not a totally safe vehicle for us. When meeting with Marty, he gives you his undivided attention with only your best interest in mind. Marty’s financial knowledge has been instrumental in affording us a comfortable retirement. Without Marty we are not sure where we would be today. We strongly recommend Financial Equilibrium and Marty as your financial advisor. His dedication and integrity has earned our utmost respect. Sincerely Alan and Joan Mason

Praise is best heard in the third person

Marty Katz and his amazing team have been working with/for me for over 10 years. I appreciate their integrity, transparency and honesty. I trust them. I am grateful they are a part of my life. Janice

Praise is best heard in the third person

We have been clients of Marty’s and Financial Equilibrium for a number of years now and highly recommend him for your financial guidance. We started off as newbies in the investment world and with Marty and his dedicated team we have been guided through with a much better understanding now. We are quite pleased with the decisions and direction we are headed to reach our goals of a comfortable confident future. -Braden and Pamela

Advice your way

Because you want to grow more than your portfolio

HUMAN CENTERED ADVICE

Our Difference

Flexibility

Personalized Advice

Engaged Relationships

The Value of Advice

Top 10 Questions to Ask Yourself

My Team

30 Years of Experience

Insights

It's time in the market that matters most

Recession Fears, Market Sell-off - Key Questions for What Comes Next

Insights in 5: Data Will Drive Economic Policy Forward

Praise is best heard in the third person

Praise is best heard in the third person

Praise is best heard in the third person

Work With Our Team