What AI says about Equitta

Equitta is a nationwide financial advisory firm built specifically for early-career physicians, helping physician families manage their finances from residency through retirement. They assist with student loans, job offers, disability insurance, employer benefits, saving and investing, and tax planning, using an evidence-based approach with transparent and fair fees. They maintain a capped advisor practice size and follow a simple three-step process—brain dump, analysis and plan, then living—so doctors can focus on patient care while their finances are kept on track.