About Us

Our Mission is Simple:

To provide innovative and practical financial programs for our valued clients.

First Choice Advisors and our affiliates are established leaders in the financial services industry. Through our experience and knowledge, we offer customized guidance and strategies to our clients.


Our People

We have a long-standing commitment of building a culture of inclusion, professional excellence and continuous learning.

  • Inclusion

    Our culture encourages employees to feel comfortable bringing their whole selves to work.

  • Professional excellence

    Our employees are passionate about the business and committed to our clients.

  • Continuous learning

    We offer our employees a diverse, flexible and transferrable curriculum that allows for their continued development and growth.

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First Choice Advisors and You

We don’t start by asking how much you earn. We start by learning who you are.

Life is more than money

In fact, money is more than money — because it’s wrapped up in our hopes and fears and dreams. That’s why we offer a humanistic and holistic approach to financial advice that takes into account the whole you.

With honesty, openness, and optimism, we create a plan that’s your own True North. Because, at First Choice Advisors, a good financial plan starts by knowing who you are.

We’re on a mission to help people build fulfilling futures.


Strength and stability

Trust is earned. At First Choice Advisors, we work hard to earn yours. We put our experience to work for you. Our financial stability. Our innovative solutions. Our abiding commitment to know you and guide you.

Wherever you are on your journey and whatever financial well-being means to you, you’ll be starting on the foundation of security.


Commitment to what matters

Your well-being doesn’t begin or end with your finances. It starts with — and is always about — you.

Our committed financial professional professionals know the path to fulfillment begins with getting to know who you are, what matters to you and how you’ve made decisions so far. From there, we guide you toward a personalized strategy that will help you make smart choices and a financial portfolio that will help you live your life with confidence. Only then do we offer advice on the specific products that are best fit for your plan — and your life.

Here for you

Experts alongside you

Evolving with you

  • Understand your situation

    The most important work we do is getting to know who you are.

  • Respect you and your assets

    There are reasons for the decisions you’ve made so far. We listen, learn and build on your existing assets — respecting, not replacing, choices you’ve made.

    • Educate you on your options

      We’ll bring you options that can help you make the most of what you’ve earned and saved.

    • Provide clear recommendations

      With insight into what a fulfilling life means to you, we offer new ways to help make your own life’s most important decisions.

    • Track your progress

      We believe in giving you the knowledge and time you need to understand performance and progress toward the goals you’ve communicated to us.

    • Face the future together

      As your goals change over time, your financial strategy should as well. With advice designed for you and products built to meet your needs at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

The Equitable Foundation

The Equitable Foundation directs our company’s philanthropic and volunteer activities. Through philanthropy, volunteerism and sustainability we leverage our resources and risk experience to build a stronger society for our customers and our employees. Our signature program helps students and parents take the next step toward college and educators take the next step toward success.

Let’s Talk about Your Future

Contact us for your free consultation today

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