Aequus Partners Financial Planning

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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

Three tips for giving smart from the heart.
10/16/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Extended care refers to services needed by those who have a chronic illness or disability.
10/14/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

When Should You Claim Social Security? Let's Map Your Strategy
10/12/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Learn the ins and outs of 529 plans before you or your student heads to college.
10/09/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

It’s possible to avoid these classic retirement traps, with a little preparation.
10/07/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

How much could you receive from Social Security? Here’s what to expect.
10/05/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Whether you realize it or not, you’ve allocated your assets.
10/02/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

The financial risks to consider when evaluating self insurance?
09/30/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
09/28/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

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

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