Equity Concepts, an industry-leading financial services firm, celebrates its 25th anniversary this month.
Since its founding in 1991 by Michael Thaler, the firm has operated under the mission statement, "To enable our clients to become the best possible stewards of what God has entrusted to them." Committed to that vision, Equity Concepts has continued to work to provide comprehensive financial services to the individuals, families, businesses and institutions it serves.
"We're fortunate enough to be given the opportunity to help guide our clients through their financial journeys," said Andrew Walker, managing director and chief investment officer of the firm. "Being a witness to their success is a privilege that we do not take for granted."
Over the past 25 years, Equity Concepts has developed significantly, now serving more than 2000 households and having expanded to two additional associate firms in Altoona, Pa. – Equity Concepts North and Seltzer Financial Strategies. In the last year alone, the firm has grown its assets under advisement to over $800 millionand added valuable team members, including Director of Strategic Growth John Hopper and Wealth ManagerMike Mills.
In the Richmond community, the firm has risen to a place of prominence. Through philanthropic achievements and industry success, team members have been recognized for their accomplishments, from being profiled in the Richmond Times-Dispatch to contributing wealth advisement expertise to The Wall Street Journal.
"The bulk of our success lies in our team of advisors," said Michael Thaler, co-founder and managing partner. "It's our personalized, collaborative approach that truly ensures each of our clients is given the best experience possible."
Follow Equity Concepts:
Twitter: https://twitter.com/equityconcepts
LinkedIn: https://www.linkedin.com/company/equity-concepts-llc
Facebook: https://www.facebook.com/equityconcepts/
About Equity Concepts: Equity Concepts was founded in 1991 as a financial services firm focused on exceptional service and institutional investment access. This strategic focus allows Equity Concepts' clients to gain the most from a relationship with the firm. Equity Concepts provides comprehensive investment and financial services to individuals, families, businesses and institutions. To learn more about Equity Concepts, please visit www.equity-concepts.com.
