Michael J. Thaler Email & Phone Number

Michael is the founder and Chief Purpose Officer of Equity Concepts, LLC, which has over $1.4 billion under advisement. Michael has over 30 years of experience as an entrepreneur and business owner, and serves over 3,000 clients, including many highly recognized clients, such as Joyce Meyers Ministries. Equity Concepts remains at the forefront of the financial industry with the mission of helping clients understand their purpose and position them financially to live it out. Michael is passionate about helping people realize and live out God's dreams for their lives and believes that financial advisors can be a huge part of this endeavor. He has been featured in Investment News among other publications, and is the creator of many financial frameworks including; Impact of Volatility™, Value of Positioning™, Compound Tax Strategy™, Tax Savings Solution™ and Your Wealth Advisory Board™. He is a member of Strategic Coach™, Advisor Excel’s Hall of Fame, and was nationally ranked within the top 5 agents at Lafayette Life Agency for 15 straight years. Michael is also the founder and international director of Effective Ministries, Inc., (“EMI”) a nonprofit organization that focuses on the needs of children and families in Richmond, Virginia, and Niger, Africa. EMI partners with over 66 local organizations in Niger that work in the five focus areas of health, clean water, orphan care, education, and micro-business. Since 2003, EMI has sent 129 teams consisting of 1,349 travelers to Niger, given over $16 million directly to the children of Richmond and Niger, provided over 9 million meals, and has built 18 schools educating 8,371 students. In 2017, Michael was awarded the Global Community Impact Award by The Invest in Others Charitable Foundation. Michael hosts the After Yes Podcast, a podcast where travelers to Niger tell thier stories of how God uses our yes to grow us and impact those around us. Michael is the founder of the "My Purpose Plan" program which guides next level seekers to understand thier PURPOSE and ignite thier confidence to live it out. Michael has spoken to large groups in the USA and Niger on the topics of focus, positioning and purpose. Michael and his wife, Sharon, live in Montpelier, Virginia, along with their four children, Alise, Brennan, Sakina, and Zalika.

Listed skills include Alternative Investments, Financial Analysis, Variable Annuities, Life Insurance, and 20 others.

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  Old Dominion University

  Business Management