Trusted Since 2020

Where Wealth Finds Its Wings & Your Future Takes Flight.

Equity Save Finance crafts personalized financial strategies for ambitious Americans — blending institutional-grade wealth management with boutique-level care. Grow your capital. Protect your legacy. Nest securely.

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Portfolio Growth

+18.4% YTD

4.9 / 5.0 Rating

Verified Client Reviews

Equity Save Finance Team
5+
Years of Excellence
About Equity Save Finance

A Sanctuary for Your Wealth
— Built on Trust, Grown with Purpose.

Founded in 2020 in the heart of Washington state, Equity Save Finance emerged from a simple belief: that every hardworking American deserves access to the kind of financial guidance once reserved for the ultra-wealthy. We blend old-world fiduciary values with modern digital tools to deliver holistic wealth solutions.

Our advisors are fiduciaries first — meaning your interests always come before ours. From first-time savers to seasoned investors, we treat every client's nest as if it were our own.

  • SEC-Registered Fiduciary Advisors100% legally bound to act in your best interest.
  • Tailored Wealth StrategiesNo cookie-cutter portfolios — only custom-built plans.
  • Nationwide Digital & In-Person ServiceFrom Poulsbo to Manhattan, we meet you where you are.
Our Foundation

Vision. Mission. Values.

The guiding principles that shape every strategy we craft and every relationship we build.

Our Vision

To become America's most trusted boutique wealth partner — empowering 100,000 households to achieve financial freedom through education, integrity, and innovation by 2030.

Our Mission

To deliver transparent, personalized financial planning that transforms complex markets into clear, actionable decisions — giving every client the confidence to grow, protect, and pass on their wealth.

Our Values

Integrity above all. Client-first thinking. Radical transparency. Long-term stewardship. And a relentless commitment to earning your trust — every single day, every single interaction.

Why Choose Us

The Equity Save Finance Advantage

What sets us apart isn't just what we do — it's how we do it. Every detail is engineered around your peace of mind.

Dedicated Advisors

One senior advisor per client — no call centers, no rotating reps, just deep, lasting relationships.

Fiduciary Promise

We're legally obligated to act in your interest — a promise that shapes every recommendation we make.

Transparent Fees

No hidden charges. No surprise commissions. Clear, flat-fee pricing you can actually understand.

24/7 Digital Access

Track every dollar in real-time through our secure client portal, available on desktop and mobile.

ESG Conscious

Grow your wealth while supporting values-aligned investments in sustainability and community.

Holistic Planning

Insurance, taxes, estate, retirement — all coordinated under one unified wealth strategy.

Award-Winning Team

Certified CFP® professionals with decades of combined experience at leading Wall Street firms.

Bank-Grade Security

256-bit encryption, multi-factor authentication, and cold storage for maximum asset protection.

Our Work Process

Four Steps to Financial Clarity

A proven, human-centered journey from your first call to lifelong wealth growth.

01

Discovery Call

A complimentary 30-minute conversation to understand your goals, concerns, and current financial landscape.

02

Deep Analysis

Our team audits your assets, liabilities, tax situation, and risk tolerance with precision-driven tools.

03

Custom Strategy

We build a personalized roadmap — complete with investment allocations, tax moves, and protection layers.

04

Ongoing Stewardship

Quarterly reviews, proactive adjustments, and 24/7 access to your advisor as your life evolves.

Our Services

Complete Financial Ecosystem

Every tool you need to build, protect, and transfer wealth — all under one trusted roof.

Personal Loan

Flexible unsecured personal loans from $5K to $150K with competitive APRs, no prepayment penalties, and same-day decisions for qualified applicants.

Apply Now

Credit Loan

Build or rebuild your credit with structured credit-builder loans, secured options, and personalized repayment plans that grow your FICO score fast.

Apply Now

Mortgage Loan

From first-time buyers to seasoned investors — fixed, adjustable, jumbo, and refinance mortgages with white-glove origination and rate-lock guarantees.

Apply Now

Wealth & Investment Planning

Institutional-quality portfolio construction spanning equities, fixed income, alternatives, and real assets — calibrated to your timeline and risk tolerance.

Get Started

Tax Advisory

Year-round strategic tax planning — from Roth conversions and QBI deductions to charitable giving strategies that save you tens of thousands annually.

Get Started

Insurance Service

Life, disability, long-term care, and umbrella policies sourced from A-rated carriers — ensuring your family and legacy are protected at every stage.

Get Started
Advisory Plans

Transparent Pricing. Real Value.

Choose the plan that matches your stage of wealth. No hidden fees, no long-term contracts — just honest service.

Starter

Nest Egg

For new investors and first-time planners.

$149/month
  • Personal financial plan
  • Quarterly advisor calls
  • Investment portfolio review
  • Basic tax planning
  • Digital client portal
Choose Plan
Most Popular

Capital Growth

Comprehensive wealth building strategy.

$399/month
  • Everything in Nest Egg
  • Dedicated senior advisor
  • Monthly strategy meetings
  • Advanced tax optimization
  • Estate & legacy planning
  • Insurance audit & sourcing
Choose Plan
Elite

Legacy Vault

Private family-office level service.

$1,299/month
  • Everything in Capital Growth
  • Multi-generational planning
  • Private investment access
  • Concierge tax counsel
  • Priority 24/7 advisor line
  • Annual wealth retreat invite
Choose Plan
Book Your Session

Reserve Your Complimentary Strategy Call

30 minutes. Zero obligation. Real answers to your most pressing financial questions.

Client Testimonials

Voices From Our Nest

Real stories from clients across the United States who've transformed their financial future with us.

"Equity Save Finance reorganized our entire family's finances in under 90 days. Their tax strategy alone saved us $47,000 last year. This isn't an advisor — it's a partner."

Michael T.
Seattle, WA • Business Owner

"I was nervous about trusting anyone with my retirement. My advisor Sarah walked me through every decision, every chart, every fee. Three years later, I'm on track to retire at 58."

Jennifer K.
Austin, TX • Educator

"Got my mortgage through Equity Save Finance and locked a rate nobody else could match. The whole process felt like a white-glove experience — not the usual banking chaos."

David R.
Denver, CO • Engineer

"After selling my startup, I needed someone sophisticated. Equity Save Finance built me a diversified portfolio that's weathered every market storm. I sleep better at night."

Amelia S.
San Francisco, CA • Entrepreneur

"I came for a personal loan and stayed for the planning. My advisor showed me how to use that loan strategically while building wealth. Five stars isn't enough."

Robert M.
Boston, MA • Healthcare Director

"As a widow re-entering the financial world, I needed patience and clarity. Equity Save Finance gave me both — and a financial plan I actually understand. Forever grateful."

Priya L.
Miami, FL • Retired Teacher
FAQ

Frequently Asked Questions

Straight answers to the questions we hear most from clients across America.

What is the minimum investment to work with Equity Save Finance?

Our advisory services begin at $149/month with no minimum AUM. For investment management specifically, we recommend a starting portfolio of $25,000 to ensure proper diversification — but we work with ambitious clients at every stage.

Are you a fiduciary? What does that mean for me?

Yes. Every Equity Save Finance advisor is a registered fiduciary — legally obligated to act in your best interest at all times, not our own. This means we recommend products and strategies that benefit you, even when they pay us less.

How quickly can I get approved for a personal or mortgage loan?

Personal loans: same-day decisions, funds within 24–48 hours for qualified applicants. Mortgages: pre-approval in under 48 hours, full closing typically in 30–45 days. We'll give you a clear timeline on day one.

Do you serve clients outside Washington state?

Absolutely. We serve clients in all 50 states via secure video consultations and our digital portal. About 70% of our client base is outside Washington. In-person meetings are available at our Poulsbo headquarters by appointment.

How are my investments and personal data protected?

Client assets are held at independent, SIPC-insured custodians — never on our balance sheet. All data is encrypted with 256-bit AES, stored on SOC 2 Type II certified servers, and protected by multi-factor authentication and biometric login.

Can I switch plans or cancel anytime?

Yes. There are no long-term contracts. You can upgrade, downgrade, or cancel your advisory plan at any time with 30 days' notice. We earn your business every month — not just once.

What's included in your tax advisory service?

Year-round strategic tax planning including Roth conversions, tax-loss harvesting, QBI deduction optimization, charitable giving strategies, and coordination with your CPA. We don't file returns — we save you money before April.

Do you offer socially responsible or ESG investing?

Yes. We offer dedicated ESG portfolios across equities, fixed income, and alternatives — vetted by our research team for both impact and performance. Over 40% of our clients allocate at least a portion to values-aligned investments.

How often will I hear from my advisor?

At minimum: quarterly reviews and an annual deep-dive planning session. Most clients on our Growth and Legacy plans connect monthly. You also have 24/7 access to our portal and priority response for urgent questions.

What happens during the free consultation?

It's a relaxed 30-minute video call where we learn about your goals, review your current situation at a high level, and answer every question you have. No slides. No sales pitch. Just a candid conversation to see if we're the right fit.

Get In Touch

Let's Build Something Remarkable.

Have a question? Ready to begin? Reach out — we respond to every inquiry within one business day.

Call Us
(760) 751-2712

Mon–Fri, 8am – 6pm PT

Email Us
info@equitysavefinance.com

Replies within 24 hours

Visit Us

15903 Vincent Rd NW
Poulsbo, Washington 98370, USA

Office Hours

Monday – Friday: 8:00am – 6:00pm PT
Saturday: By Appointment Only

Send Us a Message

We'll get back to you within one business day.