The Equius Team
Serving the greater Novato, CA; Oklahoma City, OK; and Reno, NV, areas.
Talk to the team
Location
Novato, CA, 94949 (415) 382-2500
A team behind every plan
We are committed to delivering high-quality service through transparent communication and the thoughtful application of academic research. We serve high and ultra-high-net-worth individuals, multigenerational families, endowments, and institutions. By taking the time to understand our clients’ goals and values, we build lasting partnerships focused on helping them preserve wealth, achieve their aspirations, and leave a meaningful legacy.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Oklahoma City, OK
1000 W Wilshire Blvd Suite 315
Oklahoma City, OK 73116
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Novato, CA
Novato, CA 94949
Oklahoma City, OK
Oklahoma City, OK 73116
Reno, NV
Reno, NV 89511
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Equius Team
Newsroom and Resources
View AllLessons from 2025: A Century of Evidence Reinforces Time-Tested Principles
When Success Becomes Risk: The Perils of Concentration Creep
How Do You Know If Your Investment Plan Is Working?
Monthly Markets Newsletter June 2026
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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