Dustin Paschal

Background

About Dustin Paschal

As a CPA and holistic financial advisor with nearly a decade of experience in the financial services industry, my team is experienced in delivering comprehensive, tax-efficient investing strategies, wealth & risk management strategies to individuals, families, business owners, and companies. Equitable Advisors is built on a foundation of technical experience, client education, strategic thinking, and a deep commitment to understanding each client’s unique financial landscape. Our team of financial professionals is dedicated to helping clients build, preserve, and transfer wealth with confidence. We take a holistic approach - beginning with a thorough understanding of each client’s goals, values, and concerns - and develop tailored strategies that align with their long-term vision. Areas of Focus: • Investments & Wealth Management: Customized portfolios aligned with financial goals, risk tolerance, and tax implications; focus on diversification for growth and risk management. • Risk Management & Insurance: Strategies for protecting personal/business income, assets, and family well-being. • Retirement Planning: Guidance through accumulation and distribution phases of life, account utilization, and income projections for financial security. • Estate Planning Strategies & Wealth Transfer: Strategies for tax-efficient asset transfer for generational or charitable legacy and reducing administrative burden on heirs. Working with clients’ legal professionals on wills & trusts. • Business Continuation & Succession Planning: Strategies for business security, growth, and potential employee retention. • Tax Strategy: Tax-efficient investments to minimize liabilities and maximize after-tax wealth. Working with clients’ tax professionals on federal, state, and local tax compliance and timely tax filings. • Education & Major Purchases: Strategies for milestones through savings, financing, and integration into broader financial plans. Our Philosophy - We believe that effective financial strategies is not just about numbers - it’s about the people. We strive to build lasting relationships based on trust, transparency, and results. Whether you are navigating a liquidity event, planning for retirement, expanding your business, or building generational wealth, our team offers the clarity, expertise, and personalized guidance needed to move forward with confidence. If you are seeking a trusted partner to help you take control of your financial future, I welcome the opportunity to connect.