Equita Financial Network Announces New Member Firm
Equita Financial Network, Inc., a recently launched network of independent, women-led financial planning firms nationwide, announced that Truman Wealth Advisors of Columbia, Missouri has joined the Equita platform as a Member Firm.
Equita Financial Network, Inc., a recently launched network of independent, women-led financial planning firms nationwide, announced that Truman Wealth Advisors of Columbia, Missouri, led by Mindy McCubbin, has joined the Equita platform.
Truman Wealth Advisors was founded to provide objective financial planning to professionals, as well as independence and autonomy for McCubbin, according to Equita.
“Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen. I also liked the collaborative network Equita provides for sharing best practices not only for my clients, but my business,” McCubbin said.
“We are excited to have Mindy and Truman Wealth Advisors join the Equita platform,” said Katie Burke, CFP® and co-founder of Equita. “Mindy’s interest in finding a platform that will allow her to spend more time helping clients, rather than on the business, makes her firm a perfect addition to the Equita network.”
Equita Financial Network is a collaboration of independent, women-led financial planning firms. Its mission is to help women financial planners succeed by providing a business platform and collaborative network of women CFP professionals.
