Aequus Partners Financial Planning

Aequus Partners Financial Planning

Share

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

How Compound Interest Works 06/01/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

How Compound Interest Works Explore how compound interest can grow your money over time with this interactive tool.

The Cost of Procrastination 05/29/2026

The sooner you begin investing, the longer your money can work for you.

The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Is a 1031 Exchange? 05/27/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

What Is a 1031 Exchange? A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Retirement Plan Choices for Small Businesses 05/25/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement Plan Choices for Small Businesses Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Trends in Charitable Giving 05/22/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How Long Will My Savings Last If I Become Disabled? 05/20/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income.

Bridging the Confidence Gap 05/18/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bridging the Confidence Gap In the world of finance, the effects of the

The Average American Budget 05/15/2026

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

The Average American Budget Learn about the average American budget in this fun and interactive piece.

Investing with Your Heart 05/13/2026

Concerned about the social impact of your investments?

Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.

Lifetime of Earnings 05/11/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Lifetime of Earnings Estimate how much you may earn over your working years based on your current income.

Want your business to be the top-listed Accountant in Boca Raton?
Click here to claim your Sponsored Listing.

Telephone

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