Home Wealth Advisor Equita Financial Network Announces New Member Firm Truman Wealth Advisors to the Platform – Business Wire

Equita Financial Network Announces New Member Firm Truman Wealth Advisors to the Platform – Business Wire

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FORT WASHINGTON, Pa. & SAN DIEGO–(BUSINESS WIRE)–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 as a Member Firm.

McCubbin recently launched Truman Wealth Advisors to provide objective
financial planning to busy professionals. Leveraging her experience as
an Institutional Investment Strategist for a regional insurance company
for many years, McCubbin created a financial planning firm that provides
holistic planning to her clients, and independence and autonomy for
McCubbin.

“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. After lengthy due diligence of
the many Registered Investment Advisor platforms available in the
market, McCubbin chose the one platform that she felt provided the best
solutions for her clients, helped her run her business most efficiently,
and supported her independence and autonomy as a woman business owner.

“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.”

About Equita Financial 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 an excellent business platform and
collaborative network of women CFP professionals. Founded by Katie
Burke, CFP, and Bridget
Grimes, CFP®
, Equita provides a business platform to each Member
Firm with the resources needed to operate a financial planning firm. It
also provides Member Firms a network with which to collaborate, share
best practices and resources, and identify succession planning options.
Learn more at www.equitafn.com.

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