Wealth Architect™ for Queer & BIPOC Communities
Equip’s Dual Missions:
Make your money work for you
Leave the world better than we found it
Career Coaching
Design your work around how you want to live.
How We Serve
Financial Planning
Leverage your strengths in a tailored financial plan that turns your money into a better future.
Business Advising
Build and run a successful business rooted in equity, compassion and humanity.
Workshops
Actionable learning and tools to undermine systemic barriers and support emotional, interpersonal and financial wealth.
On Demand Courses
These on-demand courses take the best practices developed through 1-on-1 work offering a lower cost, self-paced option for folks.
Enjoy!
Meet Equip’s Founder
Hi! I'm Kerrie Carden, CFP and Founder of Equip Advisory. I specialize in providing services to BIPOC, queer and trans professionals, and seek out individuals and organizations that prioritize equity, social justice, ethical decision-making, and integrity. My goal is to live in a world in which "business as usual" is defined by those traits. I can’t wait to work with you.
Hear from Our Clients
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![Faylis Chan]()
“Since I started working with Equip Advisory, I was able to successfully switch into a new career after years of trying and I've even been promoted to a higher title!”
Faylis Chan
Senior Program Manager, Brand Design -
![Dr. Sheila Graham]()
"Through working with Equip Advisory, I felt empowered to make the right decision for my business and I feel so much more confident.”
Dr. Sheila Graham
Let’s Talk!
Set up a free 25-minute consult to see if Equip suits your needs.