Aequus Partners Financial Planning

Aequus Partners Financial Planning This site is published for residents of the United States only. Therefore, a response to a request for information may be delayed.

Aequus Partners Financial Planning delivers a unique client experience through comprehensive financial planning, sophisticated wealth management and level of service tailored to each individual client and their families. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they

are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. "


Investor Disclosures: https://www.kestrafinancial.com/disclosures

Could your portfolio benefit from a zero-coupon bond?
08/26/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
08/21/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
08/19/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Do you know the difference between a global mutual fund and an international mutual fund?
08/17/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

What do you need to know when the market experiences volatility?
08/14/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

Periodic withdrawals in retirement may not be such a good idea.
08/12/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
08/10/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Social Security: Retirement's main source of income or monthly bonus? You decide.
08/07/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
08/05/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Address

6601 Park Of Commerce Boulevard, Suite 12/082
Boca Raton, FL
33487

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+15613030002

Website

Alerts

Be the first to know and let us send you an email when Aequus Partners Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category