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Financial Planning

Personalized recommendations that align with your unique objectives, risk tolerance, and time horizon.

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Investment Management

Successful investing is about more than managing a portfolio—it's about helping clients remain confident and disciplined during periods of market volatility.

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Wealth Management

From estate planning to college planning, Equitrust is here to help guide you through all aspects of your wealth.

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Retirement Planning

Customized retirement strategies that consider income needs, investment allocation, tax efficiency, Social Security, healthcare costs, and legacy planning.

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Financial Strategy: It's In Our DNA

Financial Strategy: It's In Our DNA

Equitrust Financial Group is a financial services firm co-founded in 1989 by Steven Hyman. We take pride in offering comprehensive investment management and financial strategies without proprietary products.

We understand that every client has different goals, priorities, and life circumstances, so we don't believe in a one-size-fits-all approach. We take the time to get to know each client by listening to their concerns, understanding their financial objectives, and learning what matters most to them. From there, we tailor our communication style, level of guidance, and recommendations to fit their individual needs. Whether a client prefers detailed explanations, regular check-ins, or a more hands-off approach, we strive to provide a personalized experience that makes each client feel comfortable, informed, and confident in their financial plan.

*All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.



Our process begins with getting to know our clients

Our Mission is to build strong relationships and provide excellent personal service. Our three step process allows us to assess upon your goals and build a tailored financial plan while nurturing our relationship. 

Understanding Your Goals & Priorities

We take the time to understand your financial goals, current situation, priorities, and any concerns you may have. We believe that every client is unique, so listening and building a strong relationship is the foundation of everything we do.

Personalized Recommendations

Once we have a clear understanding of your objectives, we review your existing financial picture and develop personalized recommendations that align with goals, risk tolerance, and timeline. We will walk you through our recommendations in clear, easy-to-understand language, in an effort to ensure you feel informed and confident before moving forward.

Ongoing Monitoring & Regular Reviews

After the plan is implemented, our relationship doesn't end there. We provide ongoing monitoring, regular reviews, and proactive communication to help clients stay on track as their lives and financial needs evolve.

We Value Every Interaction

At Equitrust Financial Group, we want every client to feel genuinely welcomed, comfortable, and confident from the moment they walk through our doors. Whether they're a new client or have been with us for years, they should feel valued, listened to, and never rushed. We strive to communicate that they have a collaborative team that truly cares about their goals and is committed to helping them make informed financial decisions. Our goal is for every interaction to make clients feel respected, supported, and confident that they're in good hands.

Our Advisory Team

Steven L. Hyman, CPA, PFS

Steven L. Hyman, CPA, PFS

Financial Advisor

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Gail V. Crowley, CFP®

Gail V. Crowley, CFP®

Financial Advisor

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Sarah Odisho

Sarah Odisho

Practice Operations Manager

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Kari Armstrong

Kari Armstrong

Client Services Associate

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Let's Get Started

Our mission is to build a firm known for integrity, loyalty, and long-term partnerships, contact us today to meet the dedicated team committed to helping you achieve your financial goals.

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