25 Years of Equity Concepts

Brian HartUncategorized

In 1991 Equity Concepts was founded by Michael Thaler. John Robinson joined the firm shortly thereafter and together they set out to build a wealth management firm focused on exceptional service and institutional investment access. … Read More

Equity Concepts Presents: The Road to Retirement

Brian HartUncategorized

Are you prepared to navigate the road to retirement? Check out Equity Concepts’ video for some helpful tips: Follow Equity Concepts: Twitter: https://twitter.com/equityconcepts LinkedIn: https://www.linkedin.com/company/equi… Facebook: https://www.facebook.com/equityconcepts/ About Equity Concepts: Equity Concepts was founded in 1991 as a financial … Read More

Get Real: Real Estate

Brian HartUncategorized

By Kenny Elkins, Wealth Manager at Equity Concepts Back in 2008, the national economy was struck by a recession that caused the U.S. real estate sector to take its biggest hit since the Great Depression. … Read More

Equity Concepts Insights: Four Key Questions


One of the great joys of financial planning is being able to help people answer complex questions. Finding concrete answers regarding your progress towards retirement is one of those critical questions to answer, as only … Read More

Why Do You Do What You Do?


A few years ago I was fortunate enough to hear nationally recognized leadership speaker Simon Sinek speak on this critical question. This question about “why” shapes and defines both individuals and organizations in profound ways. … Read More