Equita Financial Network

Empowering women financial advisors with the community they need to build successful businesses and

Our Story:

Katie Burke launched her firm, Method Financial Planning, in 2015, and Bridget Venus Grimes launched her firm, WealthChoice, in 2016. The two founders had completely different firms and different types of clients, but they launched their companies for the same reasons: to better serve their clients, to have the flexibility to spend time with their family, to get paid what they were wor

th, and to build a thriving, successful practice. And when they founded their firms, they both agreed that it was the best career decision they ever made. But no matter how fulfilling a job is, following an uncharted path with no safety net can be scary. Launching a firm is a huge undertaking, and you need a support network to succeed. Katie and Bridget both knew each other in business, and because of their shared experience, they started collaborating and became sounding boards for each other. As they built their own businesses, they started to ask themselves more questions: “What if we built a resource platform for our own firms?” “What if we provided all of the solutions you need to run your own business, but without the huge price tag?” “What if we could make this platform available to other women who are just like us?” And that’s where Equita started. Founded in May 2018, Equita Financial Network was born out of a need to fuel business success while empowering other women in the financial services industry. Equita became the first platform solely focused on women-led financial planning firms, designed to encourage women to make the leap into launching their own practice and provide solutions to support them every step of the way. And importantly, Equita is a way for like-minded women to not only share resources and run their business at an affordable cost, but to also share ideas on everything from best practices to help with questions regarding client issues. Let Equita take on the task of paying vendor bills, of sourcing resources, and of making sure compliance, IT, and portfolio management are all taken care of — while you focus on serving clients, growing your business, and providing great financial planning and wealth management expertise.

Photos from Equita Financial Network's post

07/23/2026

Meet the new Equita Financial Network website!

Our redesigned site (a la 🍍 Pineapples🍍) makes it easy to explore:
✔️ Who we are
✔️ Who we support
✔️ How we help you scale
✔️ Our member stories
✔️ Membership options
✔️ Resources for your growth and more!

EquitaFN is a community of women-led firms who refuse to choose between independence and support. We provide coordinated infrastructure, genuine community, and strategic guidance so you can build the firm you want on your own terms.

📲 See the new site for yourself at equitafn.com

07/21/2026

When you know, you know.

Equita Financial Network is for women advisors who are ready to:
✓ Stop building alone
✓ Invest in strategic infrastructure
✓ Join a community that shares freely
✓ Reclaim time for what matters to them and their mission

Your firm deserves support that empowers you- not controls you.

📲 Link in bio to explore membership.

07/16/2026

These aren’t hypothetical numbers.
They’re real results from Equita Financial Network members who stopped building alone.

50% average savings on operational expenses
→ Because coordinated systems cost less than piecing together five different vendors

100+ hours saved annually
→ Because compliance, billing, and IT support don’t have to consume your weekends

52% year-over-year revenue growth
→ Because when operations run smoothly, you can focus on what really scales your firm: client relationships and business development

When you remove the operational bottlenecks, everything shifts.

Ready to see what’s possible for your firm?
Link in bio to explore Equita membership.

07/15/2026

Second marriages don’t come with a money manual 💸

You’re blending two different financial histories, two sets of habits, and sometimes obligations from a previous relationship, all while trying to build something new together.

Bridget here 👋 I wrote about how blended families can navigate this, from having the first money conversation to deciding whether a joint account makes sense for your household.

Read the full article now via 🔗 in our stories!

07/09/2026

Bridget joined host Suzanne Siracuse on the Focused on the Future podcast to talk about what it actually means to build a practice around breadwinner women, and what makes Financial Planning for Women’s approach different.

They covered:
- How Bridget’s own unconventional career path shaped her mission
- What it means to genuinely center a firm around breadwinner women
- Building a Rising Professionals program for the next generation
- Why succession planning has to reflect your values, not just your revenue (and how Equita Financial Network helps with just that)

If you’re a breadwinner woman, or you know one who’s thinking about her financial future, this conversation is worth 30 minutes of your time.

06/30/2026

Bridget here 👋 It was an honor to be quoted in Bankrate recently, talking about homebuying in America.

Today’s housing market is especially tough for young people who feel the pressure to buy.

My reminder? Saving for retirement doesn’t have to be all or nothing.

📲 Read more via our stories and link in our bio!

06/25/2026

For years, the story about women-led advisory firms was defined by what we supposedly “lack.”

New research is rewriting that narrative, and proving what we already knew 😉
 Women-led firms don’t scale differently and often scale better.

📲 Swipe to see what the data says about the opportunity ahead for women in financial planning

Link in bio to learn how Equita supports women-led firms in positioning for growth

06/18/2026

“You don’t have to fire-sale the business you spent years building.”

Bridget Venus Grimes joined host Diana Britton on The Healthy Advisor podcast to talk about the moment her Equita community became a true lifeline, not just a network.

When EquitaFN co-founder Katie had to step away from her financial planning firm for most of last year to care for her husband through a cancer diagnosis, the question loomed: what happens to the firm?

In support groups, Katie had met women forced to sell everything because they had no other choice. But she didn’t have to because of EquitaFN.

Bridget and Katie never built the EFN community with a moment like that in mind, but the fact that it could carry someone through one is exactly why community matters.

If you’re a breadwinner woman, or an advisor who’s been going it alone, this conversation is definitely worth tuning into.

06/15/2026

Join us this Thursday! 🎙️

Women’s Alliance of Financial Advisors and Equita Financial Network are bringing you a conversation we wish existed when we were starting out.

The Realities of Ownership: The Good, The Bad, & The Ugly of Running an Independent Practice

🗓️ TH, June 18th
⏱️ 12 PM EST
🖥️ Register via link in bio!

From navigating the early days of uncertainty to building something that truly lasts- this panel pulls back the curtain on what firm ownership actually looks like. Honest, real-world perspectives from women who’ve lived it.

Featured Panelists:
👉 Bridget Venus Grimes, CFP®, Financial Planning for Women x Equita Financial Network

👉 Judith McGee, L.H.D., CFP®, ChFC, Retired, McGee Wealth

👉 Jackie Walsh, CPA, CFP®, Clarity Point Financial

👉 Carolyn Masline, CFP®, CDFA®, ABFP®, MBA, CareGen Wealth Management, LLC

Don’t miss this one 👆

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