Business Details
35 Years
experience
Trusted Financial Advisors in Hingham, MA
Aequitas Investment Advisors has been dedicated to providing independent investment advisory and financial planning services since 1991. Our firm specializes in creating personalized investment strategies for individuals, families, and non-profit organizations, ensuring alignment with each client's unique financial goals and values. With over three decades of experience, we combine extensive industry knowledge with a fee-only approach that eliminates conflicts of interest. Our team of certified professionals offers expertise in retirement planning, charitable giving strategies, and sustainable investing, supported by rigorous research and tailored portfolio management.We maintain strong relationships with academic institutions and financial organizations to provide clients access to cutting-edge research and institutional-grade investment opportunities. Our commitment to transparency, ethical practices, and continuous education ensures clients receive objective advice grounded in the latest market insights. By focusing on long-term partnerships, we guide clients through all phases of their financial lives while maintaining a steadfast dedication to fiduciary responsibility.
Services
Investment Planning
Retirement Planning
Charitable Planning
Sustainable Investing
Non-Profit Consulting
Portfolio Management
Estate Planning
Risk Assessment
Tax-Advantaged Strategies
Endowment Management
Details
- Year established: 1991
Highlights and features
- We operate on a fee-only basis eliminating conflicts of interest
- Our team holds advanced certifications including CFP, CFA, and ChFC designations
- Specialized expertise in sustainable and values-aligned investing strategies
- Comprehensive approach integrating investment planning with estate and retirement strategies
- Proven track record serving clients since 1991 with institutional-grade research access
Services
Investment Planning
We develop customized investment strategies tailored to individual financial goals and risk tolerance. Our approach combines academic research with practical experience to create diversified portfolios that evolve with changing life circumstances. By focusing on long-term performance and risk management, we help clients build and preserve wealth across market cycles while maintaining alignment with their personal values and objectives.
Retirement Planning
Our retirement planning services address key questions about timing, income needs, and sustainable spending. We analyze Social Security optimization, pension options, and tax-efficient withdrawal strategies to create comprehensive retirement income plans. Through ongoing monitoring and adjustments, we ensure clients maintain financial security throughout their retirement years while addressing potential challenges like healthcare costs and inflation.
Sustainable Investing
We integrate environmental, social, and governance (ESG) factors into investment decisions without compromising returns. Our approach combines traditional financial analysis with sustainability metrics to create portfolios that reflect clients' ethical values while maintaining competitive performance. This strategy leverages academically validated factors to enhance risk-adjusted returns while supporting positive societal impact.
Charitable Planning
We help clients maximize their charitable impact through tax-efficient giving strategies. Our services include donor-advised fund implementation, charitable remainder trusts, and legacy planning. By aligning philanthropy with overall financial objectives, we ensure charitable giving enhances rather than detracts from long-term financial security while optimizing tax benefits.
Non-Profit Consulting
We provide fiduciary support for non-profits through investment policy development and portfolio management. Our services include asset allocation strategy, manager evaluation, and spending policy recommendations. We help boards meet their stewardship responsibilities while balancing current needs with long-term sustainability requirements for endowments and foundations.
People
Warner Arms Henderson
Founder and Principal
With over 45 years of experience, Warner Henderson established Aequitas in 1991 after co-founding TFC Financial Management. A Chartered Financial Consultant, he serves on multiple investment committees and holds advanced degrees from Union College and the American College.
Timothy B. Nash
Principal & Chief Portfolio Strategist
Tim Nash brings 30 years of institutional investment experience from Citibank, US Trust, and Fidelity. Holding CFP, CFA, and CAIA designations, he manages portfolios totaling billions and serves on local community boards while teaching financial planning at Wharton.
Noreen Dillon Walsh
Principal and Investment Planner
Noreen Walsh specializes in investment planning with an MBA from Suffolk University. As Chief Compliance Officer, she ensures regulatory adherence while providing personalized financial strategies, combining trust management experience with advanced financial planning education.
Michelle Fallon
Senior Financial Planner
Michelle Fallon offers expertise in Medicare planning and educational funding strategies. With a Master's in Financial Planning and 20 years on Wall Street's fixed income desk, she combines institutional experience with personalized financial guidance for clients.
Mary Ellen Carlisle
Team Operations & Client Service Administrator
Mary Ellen Carlisle manages client operations with 20 years of financial services experience. Holding an MBA and CRPC certification, she ensures smooth implementation of financial plans while maintaining direct client communication and service coordination.
Questions
What makes Aequitas different from other financial advisors?
We operate on a fee-only basis with no product commissions, ensuring objective advice. Our team holds top industry certifications and focuses on long-term relationships rather than transactional interactions.
Do you work with clients outside the local area?
While based in Hingham, we serve clients nationwide through virtual meetings and digital communication tools, maintaining the same personalized service regardless of location.
How do you approach sustainable investing?
We integrate ESG factors using academically validated metrics without sacrificing returns. Our approach combines traditional financial analysis with sustainability criteria to create values-aligned portfolios.
What are your minimum account requirements?
We work with families and institutions having at least $1 million in investable assets to ensure we can provide comprehensive, meaningful financial guidance.
How often do you review investment portfolios?
We conduct quarterly performance reviews with annual comprehensive strategy meetings. Additional reviews occur during significant market changes or personal life events.
Can you help with charitable giving strategies?
Yes, we specialize in tax-efficient charitable planning including donor-advised funds, charitable trusts, and legacy giving strategies that align with your financial goals.
Reviews (3)
Johnson Uno
Jan 03, 2022
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Nasir M. Haruna
Dec 12, 2021
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Tim Nash
Jan 30, 2019
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I have had the privilege of being a part of this team for only a year and I have never worked with a more client-centric team of hard-working professionals in my entire 30-year professional career. Nuff said.
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