A Planning-Focused Approach Built on Trust and Integrity
Equitas Financial Services Inc. was founded on the belief that financial planning should be clear, disciplined, and aligned with each client’s unique circumstances. We work with individuals, families, professionals, and business owners who value thoughtful guidance and a long-term perspective.
Our firm’s name reflects our philosophy — Equitas, derived from the concept of fairness and integrity. These principles guide every client relationship and every planning conversation.
Our Approach
We believe strong financial planning begins with listening. Each client engagement starts with understanding your goals, priorities, and concerns, and evolves through a collaborative planning process designed to support informed decision-making.
As a Certified Financial Planner® professional, our role is not to sell products or predict outcomes, but to provide objective guidance and structure. We help clients evaluate options, understand implications, and make decisions that align with their values and tolerance for risk.
Who We Serve
We work with a diverse group of clients, including:
Individuals and families seeking long-term financial clarity
High-net-worth clients with complex planning needs
Athletes and professionals navigating non-traditional careers
Business owners and corporate clients planning for growth and succession
Each relationship is built on transparency, professionalism, and respect.
Our Commitment
We are committed to maintaining the highest professional and ethical standards. Financial planning is an ongoing process, and we believe meaningful results come from disciplined planning, education, and accountability over time.
Investment performance is not guaranteed, and all financial strategies involve risk. Our focus remains on providing guidance that supports confident, informed decisions — today and into the future.
Advisor Bio
Alexander Lekas, BA. Econ, CFP®
Certified Financial Planner®Alexander Lekas provides comprehensive financial planning services focused on long-term outcomes, clarity, and disciplined decision-making.
Begin the Conversation
If you are seeking professional financial guidance delivered with care, clarity, and integrity, we welcome the opportunity to connect.
Request a confidential consultation to learn more about our approach.