Equitable Trust is an independent, employee owned trust company. Families and institutions entrust to us more than $4 billion in assets for investment advisory and trust services. A client centric culture focuses on personalized service and collaboration through listening and problem solving. The trust and investment advisors clients work with everyday are Equitable Trust’s owners and decision makers.

7 Attorneys
6 ctfa

Certified Trust and Fiduciary Advisor

6 CFA®

Chartered Financial Analyst

4 CFP®

Certified Financial Planner