CFP® professional
Certified Financial Planner™ certification, awarded by the CFP Board. Verify the certification directly with the Board rather than taking our word for it.
Link to CFP Board verification profile — to be added.
Credentials and verification
Verify us before you hire us
You should independently check the background, registrations, credentials, and disclosures of any financial advisor you are considering.
Here is where to start with Equipath.
Sarah Mitchell, CFP®, CEPA®
What to check, and where to check it
Certified Exit Planning Advisor®
CEPA® designation, awarded by the Exit Planning Institute, focused on the planning work around liquidity and ownership transitions.
CEPA verification information — to be added.
Investment adviser registration
Equipath Wealth Partners is a registered investment adviser. Registration does not imply a particular level of skill or training.
Form ADV, firm CRD number, and any disciplinary disclosure belong here, each linking to the primary regulatory source.
Form ADV, CRD number and disciplinary disclosure — to be added.
Standards we operate under
Fiduciary responsibility
As a registered investment adviser, Equipath is subject to a fiduciary standard when providing advisory services to clients.
Compliance to approve final wordingCustody and account protection
Client assets are held at an independent qualified custodian rather than by Equipath.
Custodian and protection disclosures to be confirmedBook a discovery call
Ask us the questions this page does not answer
Thirty minutes with Sarah on your situation, how the firm works, and anything you want verified first.
Sarah Mitchell, CFP®, CEPA®
Founder, Equipath Wealth Partners