Broker Check

Advice | Retirement | Investments | Life Insurance | Planning

Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

Schedule a consultation
CERTIFIED FINANCIAL PLANNER&#8482; Professional<br/>


Ainka Munroe is a CERTIFIED FINANCIAL PLANNER™ Professional with Equitable Advisors with over 17 years in financial services and is dedicated to helping individuals and business owners build their financial futures through asset and risk management.

Prior to joining Equitable Advisors, LLC Ainka spent four and a half years at Deloitte and Touché as an auditor of Hedge Funds, Real Estate and Investment Banking firms. Ainka's academic achievements include a Bachelor of Science Degree in Accounting as well as an MBA both from the Rochester Institute of Technology.

Ainka maintains a series 7, 66, 63 FINRA licenses along with the life and health insurance licenses. In 2023, Ainka also became a Credentialed Holistic Financial Coach through Columbia University. With that background, Ainka offers services and specific strategies to include: retirement, risk management, investments, college education funding, income tax summary, estate analysis, financial statement and business planning.

Maintaining a strong sense of community and a solid professional foundation are very important to Ainka. As part of her social contribution, Ainka is Chairman of the Board for UPLIFT Inc., a nonprofit focused on Black/African Descent professionals and students in Accounting and Finance. She also serves on the board of several service organizations and is a Life Member of Zeta Phi Beta. In her spare time, Ainka enjoys exercising, traveling, and spending quality time with family and friends.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning


Asset management


Estate planning strategies

Estate planning

Risk Management


Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

Ready to contact us?

Thank you!

1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.