Equila Financial is a fee-only fiduciary wealth management firm helping clients build their financial future with clarity and confidence. We specialize in personalized financial planning for independent women, small business owners, LGBTQ+ community members, and STEM professionals. Our approach combines analytical precision with caring, hands-on guidance tailored to your values and life stage. At Equila, we create welcoming spaces where your questions are heard, your goals are honored, and your financial plan is developed to foster lasting confidence through every stage of your journey.
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As experienced financial professionals, we can help you develop integrated strategies that are specific to your individual situation. Whether you're looking for guidance on saving for retirement, protecting your family or leaving a legacy, we can help you achieve the financial clarity you need to reach your goals and needs. We serve clients in both Mesa, AZ and the greater Albuquerque, NM area
Our Investment PhilosophyWe do not believe in market timing. We believe in long-term investing, and in designing an investment portfolio that is customized to match each clients cash flow needs and long-term goals.We are not stockbrokers or traders, and we typically follow a buy and hold strategy. However, buy and hold does not mean buy and neglect. We consistently analyze various mutual funds, and we recommend changes to our clients investment accounts based on our due diligence process.
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We specialize in guiding people out of debt, based on their specific circumstances. We can show you how to live debt free for the rest of your life. We also provide guidance for college savings/loans, emergency funds, retirement preparation, bankruptcy, and building wealth. In addition to working with individuals, Stefanie has experience as a small business owner and can guide you on budgeting and growing your business.
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FPR Financial is an independent wealth management company powered through LPL Financial, a leading financial services firm in the US. FPR Financial delivers independent retirement focused financial planning and investment management services to our clients. Wealth Advisor, Owner Brandon T. Whitmore, CFP®, ChFC®. Brandon Whitmore is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC
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