https://equity-mag.com/case-studies/ 2026-02-17T19:21:12+00:00 https://equity-mag.com/case-studies/jim-higgins-sorin-capital-management/ 2018-06-05T19:36:09+00:00 https://equity-mag.com/wp-content/uploads/2018/06/IMG_1753-web-e1528224863214.jpg https://equity-mag.com/case-studies/steve-barimo-andrew-mehalko-am-global-family-investment-office/ 2018-06-08T15:20:03+00:00 https://equity-mag.com/wp-content/uploads/2018/05/Investment-team-WEB-e1525357584829.jpg https://equity-mag.com/case-studies/joe-jennings-clear-investment-research/ 2018-06-08T15:35:37+00:00 https://equity-mag.com/wp-content/uploads/2018/06/web-123.jpg https://equity-mag.com/case-studies/coastal-bridge-advisors/ 2018-06-08T15:35:59+00:00 https://equity-mag.com/wp-content/uploads/2018/06/iStock-172721833-WEb-1.jpg https://equity-mag.com/case-studies/dave-schaller-delta-v-capital/ 2018-06-08T15:36:47+00:00 https://equity-mag.com/wp-content/uploads/2018/06/web-111.jpg https://equity-mag.com/case-studies/tamara-surratt-legacy-family-office/ 2018-06-08T15:37:27+00:00 https://equity-mag.com/wp-content/uploads/2018/05/photo-2.jpg https://equity-mag.com/case-studies/joanne-breault-gallagher-flynn-company-llp/ 2018-06-08T15:38:48+00:00 https://equity-mag.com/wp-content/uploads/2018/05/Gallagher_Flynn-8.jpg https://equity-mag.com/case-studies/edmon-jake-tomes-level-four-wealth-management/ 2018-06-08T15:41:03+00:00 https://equity-mag.com/wp-content/uploads/2018/05/JTDeskshot-e1525180193456.jpg https://www.equity-mag.com/wp-content/uploads/2018/05/JTDeskshot-e1525180193456.jpg https://www.equity-mag.com/wp-content/uploads/2018/05/MYERS-5009-e1525180228678.jpg https://www.equity-mag.com/wp-content/uploads/2018/05/MYERS-5286-e1525180253399.jpg https://equity-mag.com/case-studies/bill-tremko-usi-consulting-group/ 2018-06-22T19:32:10+00:00 https://equity-mag.com/wp-content/uploads/2018/06/Photo-2017-12-03-15-33-50-e1529695825200.jpg https://equity-mag.com/case-studies/richard-todd-innovest-portfolio-solutions/ 2018-06-26T14:35:56+00:00 https://equity-mag.com/wp-content/uploads/2018/06/ToddRich_24-Edit-e1530023611835.jpg https://equity-mag.com/case-studies/greg-kushner-lido-advisors-llc/ 2018-07-17T14:34:39+00:00 https://equity-mag.com/wp-content/uploads/2018/05/Kushner0561_1-WEB.jpg https://equity-mag.com/wp-content/uploads/2018/10/SWP022218_180_WebPg-e1539270921172.jpg https://equity-mag.com/wp-content/uploads/2018/10/David-Copeland_ForWeb.jpg https://equity-mag.com/case-studies/eric-d-bailey-bailey-wealth-advisors/ 2018-09-13T10:02:15+00:00 https://equity-mag.com/wp-content/uploads/2018/09/20170905_FiveStar_Eric_Bailey_001-e1536832869484.jpg https://equity-mag.com/case-studies/peter-robbins-h-m-payson/ 2018-09-13T10:16:27+00:00 https://equity-mag.com/wp-content/uploads/2018/09/C0006.00_00_56_03.Still005_corrected-e1536833731363.jpg https://equity-mag.com/case-studies/kevin-naughton-sandspoint-capital-advisors/ 2018-09-13T10:28:34+00:00 https://equity-mag.com/wp-content/uploads/2018/09/Untitled-1-web-1.jpg https://equity-mag.com/case-studies/tim-mccoy-the-london-company/ 2018-09-13T10:32:50+00:00 https://equity-mag.com/wp-content/uploads/2018/09/Untitled-1-web-1-1.jpg https://equity-mag.com/case-studies/ted-kakoyiannis-valyrian-capital-llc/ 2018-09-13T10:38:44+00:00 https://equity-mag.com/wp-content/uploads/2018/09/Untitled-1-web-1-2.jpg https://equity-mag.com/case-studies/rosemary-bonilla-denney-wealth-matters-consulting/ 2018-09-13T10:43:33+00:00 https://equity-mag.com/wp-content/uploads/2018/09/Wealth-Matters-8276-e1536835278590.jpg https://equity-mag.com/case-studies/advanced-wealth-management-group/ 2018-10-23T13:37:51+00:00 https://equity-mag.com/wp-content/uploads/2018/10/Group-Photo-07_09_18-e1540301799111.jpg https://equity-mag.com/case-studies/american-portfolios-financial-services-inc/ 2018-10-23T13:44:25+00:00 https://equity-mag.com/wp-content/uploads/2018/10/Priority-4-Lon_Atindra-e1540302213921.jpg https://equity-mag.com/case-studies/beirne-wealth-consulting-services/ 2018-10-23T13:50:48+00:00 https://equity-mag.com/wp-content/uploads/2018/10/Full-Team-Conference-ROom-e1540302607573.jpg https://equity-mag.com/case-studies/scott-freund-family-office-research/ 2018-10-29T16:18:00+00:00 https://equity-mag.com/wp-content/uploads/2018/09/iStock-840610244-e1536835620861.jpg https://equity-mag.com/case-studies/tad-hill-freedom-financial-group/ 2018-10-29T16:18:25+00:00 https://equity-mag.com/wp-content/uploads/2018/09/Tad-1_v1_current-e1536835782527.jpg https://equity-mag.com/case-studies/randall-long-sageview-advisory-group/ 2018-10-29T16:19:02+00:00 https://equity-mag.com/wp-content/uploads/2018/09/Jon-Upham-Principal-Matt-Hammonds-Managing-DIrector-Institutional-Services-Randy-Long-Managing-Principal-web-1-e1536835962721.jpg https://equity-mag.com/case-studies/ryan-j-morris-meson-capital-partners/ 2018-11-05T16:41:14+00:00 https://equity-mag.com/wp-content/uploads/2018/10/Snappr-Wilson-TeamAndOffice-Shoot-09052018-065-e1539269815362.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Snappr-Wilson-TeamAndOffice-Shoot-09052018-043-e1539269942466.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Snappr-Wilson-TeamAndOffice-Shoot-09052018-065-e1539269815362.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Snappr-Wilson-TeamAndOffice-Shoot-09052018-002-e1539269971367.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Snappr-Wilson-TeamAndOffice-Shoot-09052018-064-e1539270033263.jpg https://equity-mag.com/case-studies/robert-j-goellner-and-max-mintz-common-interests/ 2018-11-05T16:42:04+00:00 https://equity-mag.com/wp-content/uploads/2018/10/Group-2018-e1539269074495.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Bob-@-NJPirg-e1539269150669.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Group-2018-e1539269074495.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Bob-on-TV-e1539269181347.jpg https://equity-mag.com/case-studies/david-v-thomas-jr-and-richard-torres-vaughn-asset-advisory/ 2018-11-05T16:44:05+00:00 https://equity-mag.com/wp-content/uploads/2018/10/Group-Sign-e1539266929950.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/David-Richard-Sign-e1539267530458.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/David-Thomas-Desk-1-e1539267848313.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Richard-Torres-Desk-e1539267908990.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Group-Sign-e1539266929950.jpg https://equity-mag.com/case-studies/wealth-managers-llc/ 2018-11-05T16:44:33+00:00 https://equity-mag.com/wp-content/uploads/2018/10/iStock-895626244-e1539271930652.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/iStock-895626244-e1539271930652.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/iStock-898210210-e1539271973534.jpg https://equity-mag.com/wp-content/uploads/2018/10/Shawn_half-body.jpg https://equity-mag.com/case-studies/genesis-capital-group/ 2018-11-05T18:12:27+00:00 https://equity-mag.com/wp-content/uploads/2018/10/web-1.jpg https://equity-mag.com/case-studies/david-copeland-strategic-wealth-partners/ 2018-11-05T19:20:47+00:00 https://equity-mag.com/wp-content/uploads/2018/10/123-web.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/Services-Financial-Planning-Web-e1539270805770.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/SWP022218_207_WebPg-e1539270879524.jpg https://www.equity-mag.com/wp-content/uploads/2018/10/SWP022218_180_WebPg-e1539270921172.jpg https://equity-mag.com/wp-content/uploads/2018/10/David-Copeland_ForWeb.jpg https://equity-mag.com/case-studies/michael-p-murray-aif-peabody-wealth-advisors/ 2018-11-13T18:58:08+00:00 https://equity-mag.com/wp-content/uploads/2018/09/12345-web.jpg https://equity-mag.com/case-studies/jeff-gitterman-gitterman-wealth-management/ 2018-11-15T14:04:40+00:00 https://equity-mag.com/wp-content/uploads/2018/08/iStock-482911268-e1533302630639.jpg https://www.equity-mag.com/wp-content/uploads/2018/08/iStock-482911268-e1533302630639.jpg https://www.equity-mag.com/wp-content/uploads/2018/08/iStock-468647510-web-1-e1533302875173.jpg https://equity-mag.com/wp-content/uploads/2018/08/Jeff-Gitterman-Photo-ps-border-1.jpg https://equity-mag.com/case-studies/kyle-burns-and-rob-rikoon-the-rikoon-group/ 2019-02-05T14:15:11+00:00 https://equity-mag.com/wp-content/uploads/2018/12/TeamRikoon-1-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2018/12/05A9397-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2018/12/05A9758-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2018/12/TeamRikoon-1-RESIZED.jpg https://equity-mag.com/case-studies/passed-pawn-advisors/ 2019-02-08T14:06:51+00:00 https://equity-mag.com/wp-content/uploads/2019/02/SOCIALLY_RESPONSIBLE-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2019/02/CHESS-PASSED-PAWN-CHECKMATE-003-RESIZED.jpg https://equity-mag.com/wp-content/uploads/2019/02/IGOR-TSUKERMAN-e1549308614982.jpg https://www.equity-mag.com/wp-content/uploads/2019/02/MONEY-2696228_1920-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2019/02/SOCIALLY_RESPONSIBLE-RESIZED.jpg https://equity-mag.com/case-studies/andrew-lanoie-four-peaks-capital-partners/ 2019-07-31T14:24:06+00:00 https://equity-mag.com/wp-content/uploads/2019/07/web-123255.jpg https://www.equity-mag.com/wp-content/uploads/2019/07/IMG_5811-RESIZED.jpg https://equity-mag.com/wp-content/uploads/2019/07/IMG_5641-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2019/07/IMG_5660-RESIZED.jpg https://equity-mag.com/case-studies/remie-longbrake-prosper-pathways/ 2020-07-02T14:57:45+00:00 https://equity-mag.com/wp-content/uploads/2020/06/20200620_112805.jpg https://www.equity-mag.com/wp-content/uploads/2020/06/20200620_112805.jpg https://www.equity-mag.com/wp-content/uploads/2020/06/iStock-459200923.jpg https://www.equity-mag.com/wp-content/uploads/2020/06/20200620_125600.jpg https://www.equity-mag.com/wp-content/uploads/2020/06/20200620_121930.jpg https://www.equity-mag.com/wp-content/uploads/2020/06/iStock-1148587647.jpg https://equity-mag.com/case-studies/alex-mostovoi-new-york-private-bank-trust/ 2022-07-31T16:20:34+00:00 https://equity-mag.com/wp-content/uploads/2020/07/IMG_5558.jpg https://www.equity-mag.com/wp-content/uploads/2020/07/IMG_5558.jpg https://www.equity-mag.com/wp-content/uploads/2020/07/iStock-1163548656.jpg https://www.equity-mag.com/wp-content/uploads/2020/07/iStock-1162472976.jpg https://www.equity-mag.com/wp-content/uploads/2020/07/iStock-1178916772.jpg https://equity-mag.com/case-studies/josh-reidinger-warren-averett-asset-management/ 2026-02-16T19:16:42+00:00 https://equity-mag.com/wp-content/uploads/2019/05/iStock-1127256104-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2019/05/iStock-1127256104-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2019/05/iStock-943331302-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2019/05/iStock-1069541922-RESIZED.jpg https://equity-mag.com/case-studies/gyl-financial-synergies/ 2026-02-16T19:17:49+00:00 https://equity-mag.com/wp-content/uploads/2018/10/RBrennecke_0061-e1540303370166.jpg https://equity-mag.com/case-studies/james-zahansky-and-laurence-hale-weiss-hale-zahansky-strategic-wealth-advisors/ 2026-02-17T19:07:28+00:00 https://equity-mag.com/wp-content/uploads/2019/07/web-1231234.jpg https://www.equity-mag.com/wp-content/uploads/2019/07/RIEGEL_170110_0730-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2019/07/OFFICE_SIGN_9-17-18-RESIZED.jpg https://www.equity-mag.com/wp-content/uploads/2019/07/RIEGEL_170110_0798-RESIZED.jpg https://equity-mag.com/case-studies/covenant-wealth-strategies/ 2026-02-17T19:09:04+00:00 https://equity-mag.com/wp-content/uploads/2018/11/Handshake-2-e1541431671744.jpg https://www.equity-mag.com/wp-content/uploads/2018/11/Handshake-2-e1541431671744.jpg https://www.equity-mag.com/wp-content/uploads/2018/11/IMG_188_gray-e1541431910232.jpg https://www.equity-mag.com/wp-content/uploads/2018/11/300-dpi-Team-Picture-Deck-9-Wide-Shot-e1541431927637.jpg https://equity-mag.com/case-studies/rubenstein-partners/ 2026-02-17T19:10:30+00:00 https://equity-mag.com/wp-content/uploads/2018/06/IMG_0762-web-1.jpg https://equity-mag.com/case-studies/g-benjamin-bingham-scarab-funds/ 2026-02-17T19:17:59+00:00 https://equity-mag.com/wp-content/uploads/2018/12/123-e1546014492202.jpg https://equity-mag.com/wp-content/uploads/2018/12/12345-RESIZED.jpg https://equity-mag.com/wp-content/uploads/2018/12/scarab-RESIZED.jpg https://equity-mag.com/case-studies/chilton-trust/ 2026-02-17T19:18:49+00:00 https://equity-mag.com/wp-content/uploads/2019/02/STUDIOBROOKE-CHILTONTRUST-HEADSHOT-1288A-e1549295026168.jpg https://www.equity-mag.com/wp-content/uploads/2019/02/STUDIOBROOKE-CHILTONTRUST-HEADSHOT-1288A-e1549295026168.jpg https://equity-mag.com/wp-content/uploads/2019/02/StudioBrooke-ChiltonTrust-Headshot-1153a-e1549295262270.jpg https://www.equity-mag.com/wp-content/uploads/2019/02/STUDIOBROOKE-CHILTONTRUST-HEADSHOT-1272A-e1549295039729.jpg https://equity-mag.com/case-studies/gitterman-wealth-management/ 2026-02-17T19:19:58+00:00 https://equity-mag.com/wp-content/uploads/2019/02/web-1-1.jpg https://www.equity-mag.com/wp-content/uploads/2019/02/UN-Event-Photo-4-e1549305475611.jpg https://equity-mag.com/wp-content/uploads/2019/02/Jeff-Gitterman-Photo-ps-border-e1549305639354.jpg https://equity-mag.com/case-studies/kenneth-and-lori-heise-heise-advisory-group/ 2026-02-17T19:20:35+00:00 https://equity-mag.com/wp-content/uploads/2018/09/Team-with-signs-e1536833970179.jpg https://equity-mag.com/case-studies/joshua-kohn-cfa-silkworth-capital-partners/ 2026-02-17T19:21:12+00:00 https://equity-mag.com/wp-content/uploads/2018/12/2018-10-24-11.27.21-1-880.jpg https://www.equity-mag.com/wp-content/uploads/2018/12/USE-SOMEHOW-2018-10-23-13.24.02-880.jpg https://www.equity-mag.com/wp-content/uploads/2018/12/2018-10-24-11.16.58-HDR-880.jpg https://www.equity-mag.com/wp-content/uploads/2018/12/2018-10-24-11.27.21-1-880.jpg