Fiduciary Oath
Eric Johns
Equilibrium Financial Planning LLC
- CFP®
- MBA
- EA
Contact Information
Ideal Clients
- Gen X
- Retirement Planning
- Tax Planning
- Cash Flow/Budgeting
Fee Options
- Flat Rate: 4000-8000
- Hourly: 400
- AUM: 1.25%-.45%
*Fees are subject to change. Contact this advisor for their most up to date fees.
About Eric Johns
Eric was born and raised in Metairie, LA. After graduating Jesuit High School in 2004, Eric obtained an undergraduate degree in Economics from Louisiana State University in 2008 and a Masters of Business Administration with a concentration in Finance from LSU in 2010. Beginning in 2013, Eric began work with an asset management firm learning best practices in the industry while helping high net worth individuals minimize tax consequences for their heirs.
“I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for my twins, Adam and Zoey. I relish playing video games, particularly those made by Blizzard, with our oldest, Connor, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. My wife, Rachael, and I value family time immensely and choose to spend our free time together or in small groups of close friends.”
Our firm specializes in ongoing planning, specifically tax planning, with clients near or in retirement. We accomplish this through comprehensive involvement in all areas of your financial life, and we participate alongside you in your CPA and attorney meetings. We offer a high level of service and are happy to meet with clients in their homes provided they are located in the New Orleans metropolitan area.
We take our duty as a fiduciary very seriously and will not accept clients if the relationship does not make sense for both parties.