We are an independent Registered Investment Advisory (RIA) firm providing investment advice and insurance solutions that afford our clients peace of mind.  Because we are independent, all funds are invested without conflict of interest and we are able to select the insurance companies whose products best suit our client’s needs. 

Equity Planning Group, Inc. has been implementing financial strategies since 1985.  Nate Goldberg, CFP, and his son Scott provide financial planning and risk management for individuals, retirees, small business owners and corporations.  A desire to fulfill people’s basic financial needs encouraged Mr. Goldberg to start his business and through word-of-mouth and referrals, Equity Planning Group, Inc. has continued to be a valuable source for financial guidance.

Equity Planning Group, Inc.

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