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Customized Financial Strategies

Customized Financial Strategies

We create personalized financial strategies tailored to your individual needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

We have the knowledge and experience to guide you through life’s milestones.

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Value-Based Firm

Value-Based Firm

We strive to serve you by developing long-term relationships built on honesty, integrity, and service.

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Financial Strategy: It's In Our DNA

Equitrust Financial Group, Ltd. is a financial services firm founded in 1989 by Steven Hyman and Charles Noparstak.  At Equitrust, we take pride in our independence and offer comprehensive investment management and financial strategies without proprietary products.  We conduct our own research and recommend investments most appropriate for each client’s unique situation.

Our Mission is to build strong relationships and provide excellent personal service. We invite you to review all the educational material on our website. If something prompts a question, please call our office, send a quick email, or Contact Us!

*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.

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Our Three-Step Process

Assess

Assess

Review your current financial situation as well as gather information about your personal goals.

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Build

Build

Finalize and execute your individual financial plan tailored to your needs.

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Nurture

Nurture

Comprehensive financial management including ongoing portfolio reviews and exceptional customer service.

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Meet Our Advisors

Weekly Blog

Resource Center

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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