Co-founded by Katie Burke, CFP®, and Bridget Venus Grimes, CFP®, two visionaries with deep roots in the personal financial planning profession, Equita emerged from their shared experiences and a fervent desire to carve out a space where women could lead, innovate, and thrive.
35 years of changing lives the Buckingham Way: One person, one family, one business at a time1/1/2024
“I had been working for a large corporation and I decided to leave and become independent,” Mr. Buckingham said. “The ‘aha moment’ was the desire to move forward in a way that would allow me to satisfy my clients. I've always said that you don't work for an individual or a company, you work for the clients. That's true to this day.
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