Equilibrium Wealth Advisors
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Equilibrium Wealth Advisors offers tailored financial planning & investment advice. Schedule a consultation today!
Equilibrium Wealth Advisors (EWA) provides personalized financial planning and investment advisory services to help clients achieve their long-term financial goals. As an SEC-registered firm, we offer expert guidance on wealth management, retirement planning, and strategic investments tailored to your unique needs. Our team is dedicated to delivering customized solutions that align with your financial aspirations, ensuring a balanced and secure future. Whether you're planning for retirement, growing your wealth, or optimizing your investments, we're here to help. Schedule a consultation today and take the first step toward financial confidence!
10/09/2026
We love views like this!
When he's not in the office, you might find Nick out exploring and taking in some incredible scenery.
Thanks for sharing this amazing view with us, Nick!
Think every windfall is taxed the same way? Not quite. This week on our FIN-LYT Podcast, Chris Pavcic and Ben Ruttenberg cover tax considerations that can depend on the type of windfall:
Equity and stock compensation: Understanding the tax implications at grant, vest, and sale for RSUs, ISOs, and QSBS
Legal settlements: Lump sum versus structured settlements, and how punitive damages are taxed
Lottery and prize winnings: Generally taxed as ordinary income, not capital gains
This is general education and not personalized advice. Catch the full episode through the link in our bio.
10/07/2026
Good financial planning often happens in the small decisions made long before they feel urgent.
Reviewing the plan.
Running the numbers.
Thinking through the alternatives.
Asking better questions.
Planning for what could change.
The goal is not to predict every twist and turn.
It is to build a financial plan that can adapt when life does.
That is the work happening behind the scenes every day at EWA.
10/06/2026
We’re so excited to celebrate Ben and Eva, who recently tied the knot!
From all of us at EWA, congratulations to you both as you begin this next chapter together. Wishing you a lifetime filled with happiness, laughter, adventure, and plenty of great memories along the way.
We couldn’t be happier for you, Ben and Eva. Congratulations!
10/05/2026
What part of your financial plan do you review the least?
-Insurance coverage
-Estate documents
-Tax strategy
-Cash flow
Tell us in the comments. Most of us put one of these off longer than we should, and no judgment here.
10/02/2026
Children have a way of reminding us to slow down.
Every trail becomes an adventure.
Every question deserves an answer.
Every little discovery is worth stopping for.
It's a good reminder for all of us to pause, be present, and enjoy the journey—not just the destination.
💙
Can your financial advisor explain things in a way that actually makes sense to you?
In our latest FIN-LYT clip, we cover a few signs worth watching for:
-Overcomplicating topics instead of making them simple
-Talking the whole meeting instead of listening
-Running the agenda instead of letting you set it
A good advisor makes the complicated feel clear, not the other way around. 🎧
Link in bio to watch the full episode!
At EWA, we believe lifelong learning is the foundation of a well lived, well planned life.
Over the years, our team has built a growing library that has shaped how we think about money, decision making, purpose, and balance. These are not just books we recommend. They are books we have read closely, discussed deeply, and reflected on together.
For each title, we created a concise summary and share our top takeaways so you can quickly absorb the ideas that influence our approach to wealth and life.
Each week, we will be featuring one of these books in our EWA Equilibrium Insider Newsletter.
Check out our newest featured book and join us as we explore one great read at a time.
Subscribe to the Equilibrium Insider through the link in our bio.
- Chasing Positivity -
by Robert Brooks and David Richman
Positivity is not simply a mood. It is something we can intentionally practice and strengthen over time.
Chasing Positivity explores how habits like gratitude, reflection, meaningful connection, and purposeful action can shape the way we respond to challenges. By choosing our perspective and staying grounded in what matters most, we can build greater resilience and stronger relationships.
A great reminder that positivity does not mean avoiding life’s difficulties. It means developing the mindset and habits to navigate them with purpose, perspective, and resilience believe lifelong learning is the foundation of a well lived, well planned life.
09/29/2026
Have you met Kari?
Kari is EWA’s Senior Estate and Trust Strategist and an important part of how we help our clients think beyond their finances today and plan for the future.
With more than a decade of experience, Kari works alongside our advisors and clients to help simplify complex estate planning decisions and make sure this important piece of their financial lives is part of the bigger picture.
Outside of EWA, Kari loves reading a good book, planning her next trip, and taking long walks with her family, usually with a great coffee shop somewhere along the way.
We’re so happy to have Kari as part of the EWA team and thought it was time you got to know her a little better!
09/28/2026
With offices in both Pittsburgh and Erie, we’re continuing to grow while staying connected by the same approach to serving our clients.
No matter the location we’re working from, the goal remains the same: collaboration, thoughtful planning, and a high level of service for the people and families who trust us.
Our team may work from different places, but we work together with one purpose, while being able to serve our clients across the country.
Many locations. One team. One commitment to the people we serve.
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Opening Hours
| Monday | 8am - 6pm |
| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 6pm |
| Friday | 8am - 6pm |
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