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Live Your Most Authentic Life

with Holistic Financial and Life Planning for the LGBTQ+ Community

My Vision - A Movement

[ee-qui-tahs ] - Latin word for justice, equity or fairness.

The name says it all. These principles guide all of the work I do.

I believe that financial freedom is a right not a privilege. Everyone, regardless of sexual orientation or gender identity, should have the same rights and opportunities to thrive financially. With all that in mind, I focus on building meaningful, long-term relationships with each and every one of my clients.

My name is Taylor Bell,

I’m a Financial Planner committed to LGBTQ+ financial success. I found myself working for firms who only cared about numbers rather than the people behind them. These firms couldn’t understand the hurt and pain from decades of financial services and policies affecting the LGBTQ+ community, but I do. This encouraged me to take the step in starting my own firm to cultivate growth and success within the community and for my peers.

Here’s what to expect when you work with Aequitas:

Client-Focused Advising

Here, you are welcomed to a relaxed and safe place to discuss your financial wins, challenges, and questions.
With me, you'll get...
• Judgment-free financial chats.
• Easy-to-grasp advice with a personal touch—feel free to share life updates!
• Dress as you please and log in from anywhere for our 100% remote sessions.
• A fee-only advisor who prioritizes YOUR financial well-being; no products with commissions sold here.

LGBTQ+ Finance Specialists

Let’s level the financial playing field for the LGBTQ+ community
You deserve to work with someone who understands you on a personal level. Personal is what I’m all about. As a gay man, my firm only serves members of the LGBTQ+ community. I can help you budget for adoption, surrogacy, IVF, or gender-affirming care. Plus, I’ll give you insider advice about which LGBTQ+ charities and organizations are worth the investment.

Life Planning

Technically, I’m a financial planner. But I prefer to think of myself as a life planner.
Life planning is a holistic approach that goes beyond simple budgeting and investing. Instead, it’s about taking a deep dive into personal subjects like career transitions, family planning, retirement dreams, philanthropic endeavors, and personal growth. Once you start aligning your financial decisions with your priorities and long-term vision, you’ll reach your goals faster than you ever thought possible.