Equila Financial, LLC is dedicated to bringing clarity and purpose to your financial life. Founded by Ann Shubert, CFP®, the firm helps clients make intentional financial decisions that align with their values, simplify complex concepts, and provide guidance on any financial question. By taking the time to understand each client’s current financial situation and long-term goals, Equila Financial creates personalized plans designed to protect and grow your assets while keeping your life on track.

At Equila Financial, planning comes first. The firm works closely with clients to explore their vision for the future, review possible strategies, and prioritize actionable next steps. Whether through stand-alone financial planning or full-service wealth management, Equila Financial combines careful analysis with a personal touch, ensuring clients feel confident that their finances support the life they want for themselves and their families.