Equita Financial Network Announces New Member Firm Truman Wealth Advisors to the Platform
FORT WASHINGTON, Pa. & SAN DIEGO--(BUSINESS WIRE)--Dec 4, 2018--Equita Financial Network, Inc., a recently launched network of independent, women-led financial planning firms nationwide, announced that Truman Wealth Advisors of Columbia, Missouri, led by Mindy McCubbin, has joined the Equita platform as a Member Firm.
McCubbin recently launched Truman Wealth Advisors to provide objective financial planning to busy professionals. Leveraging her experience as an Institutional Investment Strategist for a regional insurance company for many years, McCubbin created a financial planning firm that provides holistic planning to her clients, and independence and autonomy for McCubbin.
“Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen. I also liked the collaborative network Equita provides for sharing best practices not only for my clients, but my business,” McCubbin said. After lengthy due diligence of the many Registered Investment Advisor platforms available in the market, McCubbin chose the one platform that she felt provided the best solutions for her clients, helped her run her business most efficiently, and supported her independence and autonomy as a woman business owner.
“We are excited to have Mindy and Truman Wealth Advisors join the Equita platform,” said Katie Burke, CFP® and Co-Founder of Equita. “Mindy’s interest in finding a platform that will allow her to spend more time helping clients, rather than on the business, makes her firm a perfect addition to the Equita network.”
About Equita Financial Network
Equita Financial Network is a collaboration of independent, women-led financial planning firms. Its mission is to help women financial planners succeed by providing an excellent business platform and collaborative network of women CFP professionals. Founded by Katie Burke, CFP, and Bridget Grimes, CFP® , Equita provides a business platform to each Member Firm with the resources needed to operate a financial planning firm. It also provides Member Firms a network with which to collaborate, share best practices and resources, and identify succession planning options. Learn more at www.equitafn.com.
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CONTACT: Equita Financial Network, Inc.
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA MISSOURI PENNSYLVANIA
INDUSTRY KEYWORD: WOMEN SMALL BUSINESS PROFESSIONAL SERVICES CONSULTING FINANCE CONSUMER
SOURCE: Equita Financial Network, Inc.
Copyright Business Wire 2018.
PUB: 12/04/2018 09:10 AM/DISC: 12/04/2018 09:10 AM