About
Big enough to serve you, small enough to know you.
We provide individuals, families, and institutions with the clarity and confidence to manage their investments, wealth, and operational service needs.
Our Philosophy
We are fiduciaries aligned with you—who believe there is no substitute for expertise and experience.
Before you structure, plan, and invest, clearly define your objectives.
Focus on what you can control: fees, taxes, risks, and your decisions.
Markets are efficient and private markets are key to the modern portfolio.
Uncertainty is the only certainty. Staying humble and continually learning are essential.
Planning is where the real power is.
Client service is at the foundation of what we do.
What Sets Us Apart
Experience
Decades managing assets through market cycles, with the experience and stability to navigate many more.
Credentialed
Our team is multi-faceted, led by individuals with advanced degrees and multiple professional designations in planning, investments, and law. We have the wisdom and discernment to understand that what clients can do is not always what they should do.
CFA, CFP®, JD, CAIA, CIMA®, AIF® and BFA
Autonomy
Built as a boutique firm to provide bespoke solutions to a defined client segment, EQV is not subject to earnings expectations of a public bank board or private equity investor. Our clients guide the course, nothing else.
Accessibility
Our clients have direct access to the owners and decision makers of EQV Advisory who are on the front lines, involved in day-to-day operations, and able to adjust as circumstances dictate.
Authentic
If you are looking for a slick shiny object, you are in the wrong place. We are who we are and we keep it real.
Our Team
Founding Partners
WHY EQV?
Esse Quam Videri (EQV) is a Latin phrase meaning, “To be, rather than to seem.” The phrase is featured on the Great Seal of North Carolina and originates in Cicero’s essay “On Friendship,” where in Chapter 98 he writes: Virtute enim ipsa non tam multi praediti esse quam videri volunt (“Few are those who wish to be endowed with virtue rather than to seem so”).
The founders of EQV Advisory come from different backgrounds (investments, wealth management, law) but united around the ideals of integrity and honesty and a shared passion for delivering exceptional advice. Joined by common core values, each founder saw a better way to care for clients and their wealth. So, they committed to do the hard work; to create their own advisory firm of which they could be proud; to start a firm with a culture of collaboration which aligned its definition of success with clients’ best interests.
We are focused on steak not sizzle, substance not self-promotion, and sincerity not salesmanship. EQV Advisory is a firm born of a desire to be rather than to seem an exceptional fiduciary steward for your wealth and goals.