LGBT Financial Advisory
Get connected with an independent, LGBT financial advisor.
A member of
Why Choose An LGBT Financial Advisor?
Work with an advisor who both celebrates you as an individual
and understands how to help
Understanding Your Situation
Work with a no-judgment LGBT financial advisory firm with dedicated experience in helping individuals and families plan for their futures.
Invest without compromising your principals or returns by avoiding anti-LGBT companies while favoring high-quality companies and low-cost ETFs.
Flexible Planning Approach
Design a financial plan that evolves with you and your family. A/B test separate and joint financial plans in real-time to see what works best.
How It Works
1. Start The Conversation
2. Make a Plan
3. Grow Your Wealth
National-LGBTE Certified Advisors
The Value of an LGBT Advisor
The Right Approach
LGBT families and individuals have different needs…
Even today, gay, lesbian, and transgender families still face discrimination. Many states make it difficult for same-sex couples to adopt. Anti-discrimination laws are incomplete. And rules have changed little to accommodate unmarried couples or non-traditional families.
…But we still want the same things in life.
We recognize that financial planning means living life on your own terms. That means finding the path to do all the things that matter to you, with the people who matter most.
The Right Experience
More than just LGBT-Friendly
We’re more than just accepting of LGBT individuals. We’re focused on helping gay, lesbian, and transgender people live their best lives possible.
Better experience means better outcomes
Explore both the conventional and unconventional when it comes to financial and tax planning. With LGBT Financial Advisory, you’ll find far greater flexibility when it comes to making a plan that works for you and those you love. And the best part? With us, you won’t have to do it alone.
The Ultimate Guide to LGBT Financial Advisory
- LGBT Investing 101 – Companies To Avoid
- The HRC Corporate Equality Index
- LGBT Investing 101 – Companies To Buy
- Institutional Investor: LGBT Investing