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Broker Check

Our Team

Jacob Makoyo

Financial Advisor

With over 23 years of experience, Jacob Makoyo has leveraged a strong aptitude in investments and financial planning tactics to earn trust and guide clients in effective decision-making for their financial future. Jacob works diligently to explore the myriad of solutions and narrow them down to the options that best work for his clients.

Jacob completed his MBA from Temple University’s Fox School of Business and his undergraduate degree from Eastern Mennonite University.

Ryan Smith, CFP

Financial Advisor

Ryan Smith CFP® is an investment advisor representative and financial planner with Equitable Advisors, LLC in Bala Cynwyd, PA. As a financial planner, Ryan takes pride in breaking complex planning scenarios into smaller manageable pieces to assist his clients in understanding how their investments, insurances, and tax/legal obligations* all play a part in their long term financial situation.

Ryan has extensive knowledge and experience in the employer sponsored arena. He has expanded his knowledge to become a Retirement Benefit Specialist of tax-sheltered plans and CERTIFIED FINANCIAL PLANNER™ professional. Throughout his career Ryan has built a diverse client base consisting of educators, self-employed individuals, small business owners, schools and non-profit organizations. Ryan is committed to using his experience and expertise to making real impact in the fight for wealth equality and bridging the racial wealth gap for the Black community.

Ryan is a Philadelphia native and former all-public basketball player. Ryan carries the same ethics of hard work, integrity, and zeal learned on the basketball court to his business. Ryan has obtained several production awards including, District Leaders' Corps, National Leader Corp, and Centurion Producer. He continues to refine his processes and update his planning knowledge to achieve the highest level of service.

Ryan attended Clarion University of PA where he became a member of Phi Beta Sigma Fraternity Inc. in Spring of 2007 and earned his Bachelor Degree in Finance in Spring of 2010. He currently resides in Willow Grove, PA with his wife Michelle and their two children, Ryan Jr. (9) and Mirya (14).

CERTIFIED FINANCIAL PLANNERTM professional –CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Paige Kilburn

Financial Advisor

Paige.Kilburn@equitable.com

I am a Financial Planner with Equitable Advisors. I am currently based at our Charlotte office where I serve clients with a group of other financial professionals. Together, we comprise a variety of experiences and subject matter expertise. I am passionate about helping women business owners and leaders achieve their financial goals through clear and customizable planning tools. The heart of my work is to provide financial resources and literacy for business owners, families, and individuals by understanding their financial goals and needs. My team at Equitable provides comprehensive plans and strategies in the areas of Generational Wealth Plans, Retirement, Investments, Succession Planning Strategies, Tax Mitigation, Estate Planning, and Long-Term Care. 

I joined Equitable in 2021 and previously worked in the banking industry for over ten years. My time working in banking has created an extensive level of professionalism, adeptness in building client relationships, and invaluable financial knowledge. I previously served as Branch Manager at BB&T for three years where I led a team of six employees to provide top client care and financial solutions. I studied violin at The Ohio State University for two years in Columbus, Ohio. Currently, I am pursuing my bachelor’s degree in Finance from UNC Charlotte to achieve my personal goals and to further expand my knowledge for my clients. 

In my free time, I enjoy hiking and other outdoor activities with my husband and kids. I enjoy traveling and trying new food. My family and I enjoy serving the community and volunteering with nonprofits such as Safe Alliance and community groups in underserved and Black communities.

Client Centered

G3 Wealth Partners was formed in 2020 by two finance professionals who are committed to helping families accumulate as well as to add valuable advice for any wealth already accumulated. We seek to put our clients in a position of having more ideal choices for their family situation. We seek to work with clients who have a desire to leave a financial legacy for the next generation.

For most people, a real challenge is finding the time to sort through the myriad financial options to determine what is best for them. This is why our clients choose us -- we present customized options and give them their time back. Our clients understand that working with us allows them to focus on what they do best. They can rest assured that G3 Wealth Partners is continually working to match their goals and objectives with the right planning strategy.

Our Process

OUR APPROACH

As markets change, solutions change. Likewise, as markets change, your own situation can change. Your goals can change. With thousands of investment options from which to choose, we work to identify the ones that most closely meet your financial goals.

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Our History


STRATEGY

A good financial strategy isn’t just about money; it’s about the whole person. We start by understanding your lifestyle and wellness goals to determine how to best reach your financial goals.


PORTFOLIO

We offer financial guidance based on your entire portfolio of assets, with a deep understanding of how each piece works together in an effort to help you reach your desired outcomes.


PRODUCTS

We offer financial guidance based on your entire portfolio of assets, with a deep understanding of how each piece works together in an effort to help you reach your desired outcomes.

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WHAT WE DO

WHAT WE DO


20+ Years of Experience

Financial strategies may require adjustments over time as markets change and life goals change. Our clients choose us for our market expertise and experience in finding the best options, giving you peace of mind and freeing your time to do what you love.


Financial Planning

We work with clients who are not only intentional about growing their personal wealth, but also are purposeful about identifying generational wealth goals for their loved ones.


Planning for Retirement

Envisioning your retirement is entirely up to you. Rely on our knowledge and experience to help get you there.


Saving for Higher Education

We offer strategies and solutions for ways to save for colleges and trade schools for you and your loved ones.

BEGIN THE CONVERSATION ABOUT YOUR FINANCIAL FUTURE TODAY

We welcome the opportunity to conduct a consultation with you as a first step in reaching your financial goals.

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HOW WE'RE HELPING TO CLOSE THE RACIAL WEALTH GAP

Leveraging our wealth management knowledge and implementing strategies in our community will empower people of color to close the racial wealth gap and leave financial legacies for the next generation.

Black Wealth Bridge
Our Office

Our Office

1 Belmont Avenue St. 1100
Bala Cynwyd, PA 19004

Phone: 800.879.9016

Email: Jacob.Makoyo@equitable.com

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