Disclaimer

The Equity Architect is operated by Jon Ludwig, a Series 65-registered Investment Adviser Representative (IAR). All content on this website is for informational and educational purposes only. Nothing on this site constitutes personalized investment, tax, or legal advice.

All tools and calculators are estimates only and use published tax law as of 2025. Tax calculations are complex and individual results will vary. Consult a qualified tax advisor, CPA, or CFP® before making any financial decisions based on information from this site.

Mitchell Ludwig, CFP® is a Registered Investment Adviser Representative of Carolina Wealth Partners. Securities offered through United Planners Financial Services, Member FINRA/SIPC. Carolina Wealth Partners and The Equity Architect are separate entities.

All marketing content is reviewed and approved by United Planners compliance in accordance with SEC Marketing Rule (Rule 206(4)-1).