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My main concern is you.

Let’s Get Comfortable, Pour Ourselves a Drink

(Merlot for me!)

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FAQ’s

Can I trust you to manage my money?
Absolutely, trust is paramount in my role as a Financial Planner, upheld by my Fiduciary duty. My commitment extends beyond professional qualifications, as being a part of the LGBTQ+ community fuels my dedication to seeing my peers thrive. By helping guide our communities finances and investments, I aim to contribute significantly to the financial success and empowerment of my clients.
Isn’t it easier to do it myself?
Managing finances independently is feasible but often sidelined by life's demands like family, work, and personal relationships. Leveraging my experience, I provide two essential benefits hard to attain solo: a neutral, experienced sounding board for peace of mind, and extra time for you to enjoy what truly matters in life.
Do I need to have a certain amount of money?

I typically aim to work with people/households making over $150,000, however I am open to helping anyone looking for help.

I don’t have any idea on where to start because I never learned. Is that an issue?
Not at all, it's quite common to begin without prior knowledge, especially if past opportunities for learning were limited or if personal challenges related to your sexual orientation impacted your early life (this happens more than you’d like to know). My goal is to bridge that gap. I'm here to guide and educate you on financial matters, ensuring you're well-equipped and confident to make informed decisions for a secure financial future.
I have a spending problem, can that be helped?
You are not alone. For decades our community has been known as a community of spenders. I am here to help you focus your spending on things that you truly value, while continuing to save and plan for your future.
Why should I work with you?
Working with me means partnering with someone who deeply understands and shares your aspirations. As a proud gay man, my passion lies in striving for financial equality within our community. I'm dedicated to assisting individuals like you in building families, enriching lives, and realizing the authentic, fulfilling lives we all deserve.
Do you work with straight/heterosexual people/couples?
While I believe everyone should receive guidance and support with their finances, Aequitas Financial is purely focused on members of the LGBTQ+ community. If you or a family member are looking for assistance, I have a list of other financial professionals I am happy to recommend for those outside of the LGBTQ+ community.
Why should I bother to save, I don’t have anyone to leave my money to?
Saving isn't just about leaving money behind; it's also about creating options for your own future. With Aequitas, you have the flexibility to choose (we are huge believers in choice), whether it's supporting a charity or cause you're passionate about or ensuring you can enjoy a stylish and comfortable retirement. The power of choice is a key part of our approach, empowering you to shape your financial journey in a way that aligns with your personal values and goals.

I would love to hear from you!