Wall Street
brains in the
heart of


Give your money new life

Equinum is a white-glove wealth management firm for individuals, families and organized groups. Our mission is to grow the global community's wealth, one client at a time. Breaking with the tradition of 'we know best', we are committed to treating you like an equal, fighting for what's yours, and growing from legal fiduciary to family friend.

An affiliate of

A name you know, trust, and respect

Equinum leadership hails from a diversity of financial disciplines, including a partner at New York accounting giant, Roth&Co. As a Roth&Co affiliate equally invested in relationships, we draw on Roth's legendary humanistic acumen.

A word from our founder

Investing, like keeping fit, is very simple—but extremely hard. We all know that eating healthy and staying active builds fitness. The key is creating and sticking to a regimen through thick and thin.

Same goes with building wealth: Choose good investments, let them compound over time, and chances are you will see success. Sounds simple. But keeping focus, muting out short-term noise, and staying invested for the long term is easier said than done.

Enter Equinum. I have been professionally managing money on Wall Street for 15+ years, accumulating the acumen to gauge which gray clouds deserve our attention and which are wielded by financial media fearmongering.

Let my team help you grow and enjoy your wealth, and pass it on for generations.

Core values

Equinum etiquette

clients first

  • Prioritize the client's interest
  • Act with integrity, always
  • Give each client the firm's best
  • Listen 1st, educate 2nd, act 3rd

Doing the
right thing

  • Act with integrity, always
  • Think like an Equinum owner
  • Build long-term shareholder value
  • Be vigilant toward improvement
  • Foster internal collaboration


  • Be generous with expertise/time
  • Invest in the community's future
  • Invest in the team's potential
  • Mentor the next generation
  • Act with integrity, always

We don't want your money.
We want your success.

As representatives of a Registered Investment Adviser, we carry a fiduciary standard, which compels us to prioritize your best interest. Our Founder and Chief Investment Officer, Aron Pinson, is also a CFA® Charterholder. That binds us all to an even more vigorous code of ethics, considered by most to be the industry's gold standard.

This is critical in a world loaded with so many stock brokers and life insurance salesmen who call themselves 'financial advisors', claiming the silver bullet to grow and preserve your wealth. Did you know the law does not require many of them to act in your best interest? The sad reality is:

Years after falling prey to high-cost, non-performing products,
all you can do is... pretty much nothing.

At Equinum,
peace of mind
comes standard