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Experienced. Independent. Trustworthy.

Comprehensive Planning

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A time-tested process that begins with you.

David O’Block, CFP®, RFC®

Comprehensive, independent advice from an advisor you can trust

David O’Block and the independent professionals of The Equity Advisor Group deliver financial planning and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth management. David offers the benefit of his experience, education, and professional training to help you reach your personal financial goals.

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David O’Block has more than 25 years experience in the investment business and is one of the founders of The Equity Advisor Group. David has served his clients through good markets and bad, through economic booms and recessions.

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At The Equity Advisor Group what you don’t find is as important as what you do find. We have no “hot products,” “buy lists” or ulterior motives. As an independent financial planner, David is free to choose the products and services that work best for you.

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Integrity is the cornerstone of David’s approach to financial planning. He seeks to put clients first in all aspects of his business. That approach begins at your first meeting, where he will get to know you, your investment goals and preferences, and your attitudes towards risk.

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