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

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
07/10/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
07/08/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Do you know how to make a social impact with your investments? Read more now.
07/06/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

What steps might help you sustain and grow your retirement savings? This piece explores them.
07/03/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Thinking of volunteering in retirement? Some considerations.
07/01/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
06/29/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
06/26/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

Preparation can sometimes be all you need to make the impossible, possible.
06/24/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
06/22/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

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