Where lasting relationships are the difference


Since 1997, the founders of the firm have stayed true to change that they wanted to make when starting this broker dealer. Over twenty years ago the investment firms and giants of the industry began to make changes to their business models that did not coincide with the sell those firms did in order to obtain the assets that they managed.

This change in practice and shift in ideology gave birth to the founding principle of World Equity Group - the idea that establishing an independent broker dealer that specializes in a customer-centric approach to financial services and investment/asset management should be founded on sound business ethics and strive for more than monetary gain, alone.

“We offer a consistent, enduring approach - We are that steady partner, that 'Family CFO,' that our clients know they can trust.”

Our independence is our defining competitive advantage.

Most advisors choose from a list of products their broker-dealer has selected for them. As a fully-independent firm, we have no proprietary products, and we don't benefit from choosing one product over another. Thus, we have the unique advantage and liberty to find whatever we need in the marketplace and position clients where they'll be treated best.

Your goals and risk preferences determine how we proceed. We analyze individual situations and recommend a comprehensive plan that can help increase and preserve income while seeking to protect it against down markets.

Richard Babjak - President & Owner, ChFC, CLU, CFS, MBA, RFC

As Co-Founder and President of World Equity Group, Richard Babjak executes strategic and business objectives, including marketing, finance, and management.

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Financial Wisdom At Your Disposal

Meet the Managers of World Equity Group


Robert D. Yarosz

Owner, World Equity Group
President, Compass Asset Management

Robert D Yarosz, Registered Principal of World Equity Group, Inc. and Managing director of the Compass Active Tactical Management Program, has been in the financial service industry since 1985. Robert manages and oversees Compass Asset Management.

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Christopher Cokinis

Chief Compliance Officer, World Equity Group

Chris Cokinis joined WEG as its new Chief Compliance Officer on March 19, 2018. Chris has 38 years of experience in the securities, investment advisory and insurance industries in the areas of management, operations, compliance, sales and regulatory.

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Mark Lischynsky

Chief Operating Officer, World Equity Group

Mark Lishchynsky is the Chief Operating Officer of World Equity Group, Inc. Prior, Mark he held the role of President and CCO of a Chicago RIA and Broker Dealer. Mark has 20 years experience in Compliance, Operations and Risk Management.

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Steve Crothers

Vice President Sales & Marketing, World Equity Group

Steve, in his marketing capacity, is responsible for managing all marketing functions for the firm as it evolves into a globally impacting company, helping to shape the firm’s vision and its execution on marketing and brand management strategy.

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Patrick Power

Managing Director of Investment Banking, World Equity Group

Prior to joining World Equity Group, Mr. Power was in New York City and was the President of the Capital Markets group of one of the oldest members of the NYSE. The firms parent organization, which was founded over 100 years ago, still is an active member of the NYSE and served thousands of clients with some being world leaders and household names. Before New York City, Mr. Power was down South as Managing Director of Investment Banking for JP Turner & Company for almost 20 years. JP Turner, headquarterd in Atlanta, was one of the largest independent investment banking and brokerage firms in the US with over 120 offices and 600 plus registered representatives. Under Power's guidance, the department managed over $5 Billion.

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Reach higher by planning smarter.

Financial management and much more - speak to a World Equity Group advisor today.

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