Welcome to EQV Advisory

Welcome to EQV Advisory. I’m Rob Ragsdale, and I’m proud to introduce you to our new website and the official public launch of our firm.

EQV Advisory is a Registered Investment Advisor built to serve the unique wealth, investment management, and service needs of Accredited and Qualified Investors. Our aim is simple: deliver clarity, conviction, and confidence in every aspect of our clients’ financial lives.

This space will be a resource for those who value thoughtful, actionable insight. We’ll be sharing our perspective on evolving market dynamics, wealth planning strategies, and the client service themes shaping the modern advisory relationship.

Thank you for your interest in EQV Advisory—I invite you to visit often and stay connected as we grow. We welcome you to join our distribution list by filling out this form here to receive our latest updates and publications.

— Rob Ragsdale, CFP®, AIF®, CIMA®
Founding Partner and Chief Executive Officer
EQV Advisory