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Equity Management Group, LLC provides fee-only (no commission)
investment management and financial planning services for its clients.
EMG accepts full fiduciary responsibility for actions taken on behalf of its clients.
INVESTMENT PLANNING & PORTFOLIO MANAGEMENT
EMG-LLC purchases independent research and uses proprietary methods to identify investments corresponding with each client’s individual objectives and risk tolerance.
FINANCIAL PLANNING
We develop an investment plan designed to attain your financial goals. Together, we discuss their current estate plan, provisions for emergency funds and appropriate insurance, their retirement plans, their home and mortgage information, and any significant anticipated financial changes.
Types of Clients
Types of Clients
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