U.S. Wealth Management Welcomes Equity Planning Inc. to Platform; Newly Recruited Independent Advisory Practice Brings Approximately $250 Million in Advisory and Brokerage Client Assets.
We are pleased to introduce Marc Schliefer, CFP® and President of Equity Planning Inc. to U.S. Wealth Management. Founded in 1963 and headquartered in Bethesda, Maryland, Equity Planning Inc. provides financial planning services and wealth management solutions to high net worth retail and business clients in over 40 states nationwide.