Equilibrium Wealth Advisors

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Equilibrium Wealth Advisors 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!

A little weekend getaway!Diana took a quick trip to Niagara Falls, Canada, for a little sightseeing, fresh air, and time...
10/16/2026

A little weekend getaway!

Diana took a quick trip to Niagara Falls, Canada, for a little sightseeing, fresh air, and time away from the office!

We love seeing our team make time for new experiences, explore new places, and enjoy life outside of work.

And of course, no trip is complete without a fun photo along the way!

10/15/2026

Have you ever looked at a life insurance policy and wondered what job it is actually doing in your financial plan?

In this clip from the FIN-LYT Podcast episode “I Was Oversold Life Insurance. What Do I Do Now?”, Matt Blocki and Chris talk about how policies get positioned, why structure matters, and what to look at when reviewing coverage you already have.

Catch the full episode through the link in our bio.

General education only, not personalized advice.

Behind every great client experience is a team committed to doing the little things well.At EWA, collaboration, continuo...
10/14/2026

Behind every great client experience is a team committed to doing the little things well.

At EWA, collaboration, continuous learning, and a shared commitment to our clients are part of our everyday culture.

We're proud of the people who make EWA what it is and the care they bring to their work each day.

A little sunshine, sandy toes, and quality time together!Matt and Rory enjoying some beautiful beach views and making me...
10/13/2026

A little sunshine, sandy toes, and quality time together!

Matt and Rory enjoying some beautiful beach views and making memories along the way.

Sometimes the best moments are the simplest ones.

Staying informed is an important part of making confident financial decisions.Our blog covers a wide range of financial ...
10/12/2026

Staying informed is an important part of making confident financial decisions.

Our blog covers a wide range of financial topics, from retirement and tax planning to investment strategies, estate planning, and more.

One of our latest blogs explores stock option planning and why timing matters, especially as year-end approaches. We discuss how vesting schedules, exercise deadlines, bonuses, and potential tax implications can affect your overall financial picture.

Understanding how these decisions fit into your long-term goals can help you plan ahead and avoid unnecessary surprises.

Visit our blog to stay informed on financial topics that matter to you and explore insights from the EWA team.

We love views like this!When he's not in the office, you might find Nick out exploring and taking in some incredible sce...
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!

10/08/2026

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.

Good financial planning often happens in the small decisions made long before they feel urgent.Reviewing the plan.Runnin...
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.

We’re so excited to celebrate Ben and Eva, who recently tied the knot!From all of us at EWA, congratulations to you both...
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!

What part of your financial plan do you review the least?-Insurance coverage-Estate documents-Tax strategy-Cash flowTell...
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.

Address

Pittsburgh, PA

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+14122882363

Website

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