An LGBTQ+ financial advisor built around your life
Aequitas Financial is a fee-only, fiduciary practice for LGBTQ+ professionals, couples, and families. Virtual-first, no commissions, no asset minimums, no scripts.
Schedule a free intro callWhy a LGBTQ+ financial advisor matters
A traditional financial advisor can help you save and invest — but most weren't trained on the parts of queer life that actually move the math. The marriage penalty for two high earners. Surrogacy or IVF cash flow. Equity-comp coordination across two careers. Second-parent adoption. Beneficiary defaults that quietly cut chosen family out.
A LGBTQ+ financial advisor starts from the assumption that your relationships, your family structure, and your financial life don't have to fit a default template. Plans are built around the people you actually love, the way you actually earn, and the values you actually hold.
Aequitas is fee-only and fiduciary, so the advice you get is the advice — no commissions, no product sales, no quotas. Virtual-first means we work with LGBTQ+ clients across the United States, without office overhead built into the fee.
What we plan together
Cash flow & dual-income coordination
Two high earners means two paychecks, two benefits packages, and two sets of decisions. We map them into one plan that respects both partners' goals.
Tax planning for partners & spouses
Filing-status modeling, RSU and equity-comp coordination, and proactive moves around the marriage penalty — not a return drop-off in April.
Investing aligned with your values
Low-cost, evidence-based portfolios that can also screen for LGBTQ-friendly employers, ESG, or whatever 'aligned' means for you.
Estate & beneficiary protections
Wills, trusts, healthcare directives, and beneficiary audits so the people you actually chose are protected — not the people state default rules pick.
Family planning costs
IVF, surrogacy, adoption, and second-parent adoption modeled into your cash flow and savings plan, not improvised later.
Retirement & financial independence
Roth vs. traditional, mega-backdoor, HSA, and FI math — built for two careers that don't always look linear.
Related planning pages
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- See all services →
From the blog
- Why LGBTQ+ HENRYs Need an LGBTQ+ Financial Advisor
Why high earners not rich yet in the LGBTQ+ community need specialist planning.
- 5 Legal Documents Every LGBTQ+ Couple Needs
The non-negotiable paperwork that protects chosen family — and why it can't wait.
- How LGBTQ+ Couples Can Plan Ahead in Uncertain Times
Protective planning moves when the legal and political ground keeps shifting.
- Visit the blog →
Common questions about working with a LGBTQ+ financial advisor
About the advisor
Aequitas Financial was founded by Taylor Bell, a fee-only fiduciary planner. LGBTQ+ planning isn't a side specialty here — it's the practice.
Ready to get started?
On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.
Schedule Your Intro Call