OUR STORY

EQUAL PATH INVESTMENTS
Empowering marginalized groups to steer the investment conversation, bridge the wealth gap, and create joy.

WHAT MAKES US DIFFERENT

Our Values Include

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Financial Inclusion

By adopting innovative fee structures and ensuring diverse representation, we disrupt systemic barriers, advancing economic justice.
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Endless Curiosity

We continuously explore new investment avenues, technologies, and solutions, through the discerning lens of our independent research
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Genuine Guidance

We diligently remove potential conflicts of interest, ensuring our advice remains as impartial as possible. Our guidance is purely in service to our client's best interest. 
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Compassionate Planning

We deeply respect and honor every client's unique journey and choices, meticulously crafting financial plans that mirror individual values and aspirations..
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Transparent Pricing

We believe that clarity in fees is foundational. Clients should always understand what they are paying for, without any hidden costs.

MISSION

Empowering service-driven professionals through objective, educational, and joyful financial planning.
Equal Path Investments bridges investment education gaps to cultivate a financially empowered and impactful future aligned with personal values.

ABOUT US

The Faces of Equal Path

Meet Carlie Ransom, CFP®, AIF® and Danielle DaChar Hines, Cpt. JD/LL.M, the founders of Equal Path Investments. These two bring a blend of finance and social impact expertise to the table.
Danielle Hines headshot, wearing black jacket, gold necklace, red lipstick, and dark brown hair down to shoulders. This is on our about financial planning page.
Carlie Ransom, CFP®, AIF®
Danielle, a dynamic presence in Birmingham’s Historic Civil Rights District, juggles roles as an attorney, military officer, entrepreneur, and community visionary. Carlie, with decades of experience in finance and education, has a knack for simplifying complex financial concepts.

When Carlie left her financial planning practice because of issues with income-based exclusivity at her former financial firm, she connected with Danielle. Witnessing Danielle’s measurable community impact in Birmingham's Civil Rights District inspired Carlie to broaden investment education accessibility and inclusivity beyond Birmingham.
In 2023, they founded Equal Path Investments, challenging financial norms to foster inclusivity and equity. With a mere 5% of investment firms being female-owned, they recognized the need for change. Their mission? Empowering marginalized groups to steer the investment conversation, bridge the wealth gap, and create joy.

By tackling systemic flaws in financial planning, Danielle and Carlie, champion dignity for all, regardless of income. Their aim? Sharing their blueprint for financial success, blending social impact with financial stability. Welcome to inclusive fee-only financial planning that includes investment management at no additional advisor fee!
Danielle Hines headshot, wearing black jacket, gold necklace, red lipstick, and dark brown hair down to shoulders.
Danielle Hines, Cpt. JD/LL.M

ADDRESS

720 S Colorado Blvd Penthouse North
Denver, CO 80246

HOURS

Monday - Friday: 9am - 5pm
Saturday - Sunday: Closed

PHONE

253-254-8354
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Copyright Equal Path Investments LLC 2024