Earning with Equity

Your banking partner for everyday needs to life's big changes.

Your banking partner for everyday needs to life's big changes.

Your banking partner for everyday needs to life's big changes.

  • Equity Bank

  • Equity Bank

  • Equity Bank

  • Equity Bank

  • Equity Bank

  • Equity Bank

  • Equity Bank

  • Equity Bank

  • Equity Bank

  • Equity Bank

  • Equity Bank

  • Equity Bank

Meet With Emily

Hi, I’m Emily! I joined Equity Bank in 2022 and from day one I’ve loved getting to know people and their stories. That experience gave me a front-row seat to how life and money are connected, and also furthered my fascination with wealth management, not just the numbers, but the stories of how people build and grow their financial lives.


Whether it’s creating a budget that fits your lifestyle, paying off debt, saving for your first big purchase, or just getting clarity on your next step, I’m here to guide you through it. Because life is already complicated enough. Your finances don’t have to be.

Advanced AI

Leverage Marstone Atlas AI to effortlessly create custom checklists and craft strategies for your savings and investing goals. Your financial future, intelligently planned.

Create Checklists

Use Atlas AI to generate financial checklists.

Strategize Goals

Use Atlas AI to help you strategize your financial goals.

Content

Engage with bite-sized financial insights designed to quickly enhance your money management skills. Perfect for when you need quick, actionable tips.

Frequently
Asked Questions

Frequently
Asked Questions

Why meet with Emily?

Emily is a Financial Engagement Officer at Equity Bank. She has experience in retail banking, wealth management, and, like you, knows that life changes can bring big financial questions. She has set out to make successfully managing your finances feel attainable, whether you’re looking to build a budget that fits your lifestyle, pay off debt, or save for a big purchase. Emily is here to be your banking partner along the way! Reach out to Emily for an initial consultation.

Why meet with Emily?

Emily is a Financial Engagement Officer at Equity Bank. She has experience in retail banking, wealth management, and, like you, knows that life changes can bring big financial questions. She has set out to make successfully managing your finances feel attainable, whether you’re looking to build a budget that fits your lifestyle, pay off debt, or save for a big purchase. Emily is here to be your banking partner along the way! Reach out to Emily for an initial consultation.

Why meet with Emily?

Emily is a Financial Engagement Officer at Equity Bank. She has experience in retail banking, wealth management, and, like you, knows that life changes can bring big financial questions. She has set out to make successfully managing your finances feel attainable, whether you’re looking to build a budget that fits your lifestyle, pay off debt, or save for a big purchase. Emily is here to be your banking partner along the way! Reach out to Emily for an initial consultation.

Where do I start?

Where do I start? Earning Equity is built to help you reach your financial goals. Start by exploring the latest in blog topics like W-2s explained, Taxes 101, or First Apartment: How to Get It. Looking to grow further in your financial journey? Reach out today to set up an initial consultation with Emily! Have a quick financial question? Ask Atlas AI!

Where do I start?

Where do I start? Earning Equity is built to help you reach your financial goals. Start by exploring the latest in blog topics like W-2s explained, Taxes 101, or First Apartment: How to Get It. Looking to grow further in your financial journey? Reach out today to set up an initial consultation with Emily! Have a quick financial question? Ask Atlas AI!

Where do I start?

Where do I start? Earning Equity is built to help you reach your financial goals. Start by exploring the latest in blog topics like W-2s explained, Taxes 101, or First Apartment: How to Get It. Looking to grow further in your financial journey? Reach out today to set up an initial consultation with Emily! Have a quick financial question? Ask Atlas AI!

Why is budgeting important?

Why is budgeting important?

Why is budgeting important?

What is Atlas AI?

What is Atlas AI?

Atlas AI is a powerful tool that helps you create personalized checklists and strategies for saving and investing, making it easier to reach your financial goals.

What is Atlas AI?

Who is Earning Equity made for?

Who is Earning Equity made for?

Who is Earning Equity made for?

Who is Equity Bank?

Who is Equity Bank?

Who is Equity Bank?

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals, are subject to risks, and are subject to change without notice. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.


Investment and securities products are offered through Marstone, Inc., a registered broker-dealer and member of FINRA/SIPC. This website provides information about the brokerage and investment advisory services provided by Marstone, Inc, a member of FINRA/SIPC. When Marstone, Inc. acts as a broker-dealer, a client's relationship with them and their duties to the client will be different in some important ways than a client's relationship with them and their duties to the client when they are acting as an investment advisor. Clients should carefully read the agreements and disclosures received, including the Form ADV disclosure brochure (if applicable), for important information regarding the capacity in which they are provided.


Equity bank and Marstone, Inc. are not affiliated. Equity Bank does not control, guarantee, or endorse the information, products, or services offered on Marstone’s site. Equity Bank and its affiliates make no representations or warranties as to the accuracy, completeness, or timeliness of the information.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED

  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, EQUITY BANK OR ANY OF ITS AFFILIATES

  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals, are subject to risks, and are subject to change without notice. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.


Investment and securities products are offered through Marstone, Inc., a registered broker-dealer and member of FINRA/SIPC. This website provides information about the brokerage and investment advisory services provided by Marstone, Inc, a member of FINRA/SIPC. When Marstone, Inc. acts as a broker-dealer, a client's relationship with them and their duties to the client will be different in some important ways than a client's relationship with them and their duties to the client when they are acting as an investment advisor. Clients should carefully read the agreements and disclosures received, including the Form ADV disclosure brochure (if applicable), for important information regarding the capacity in which they are provided.


Equity bank and Marstone, Inc. are not affiliated. Equity Bank does not control, guarantee, or endorse the information, products, or services offered on Marstone’s site. Equity Bank and its affiliates make no representations or warranties as to the accuracy, completeness, or timeliness of the information.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED

  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, EQUITY BANK OR ANY OF ITS AFFILIATES

  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals, are subject to risks, and are subject to change without notice. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.


Investment and securities products are offered through Marstone, Inc., a registered broker-dealer and member of FINRA/SIPC. This website provides information about the brokerage and investment advisory services provided by Marstone, Inc, a member of FINRA/SIPC. When Marstone, Inc. acts as a broker-dealer, a client's relationship with them and their duties to the client will be different in some important ways than a client's relationship with them and their duties to the client when they are acting as an investment advisor. Clients should carefully read the agreements and disclosures received, including the Form ADV disclosure brochure (if applicable), for important information regarding the capacity in which they are provided.


Equity bank and Marstone, Inc. are not affiliated. Equity Bank does not control, guarantee, or endorse the information, products, or services offered on Marstone’s site. Equity Bank and its affiliates make no representations or warranties as to the accuracy, completeness, or timeliness of the information.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED

  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, EQUITY BANK OR ANY OF ITS AFFILIATES

  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED