Do we have to live in Hawthorne to work with Aequitas?

No. Aequitas is fee-only and virtual-first — we work with LGBTQ+ households in Hawthorne the same way we work with clients across Portland and the rest of the US. This page is written for the Hawthorne demographic, not as a residency requirement.

Is there a minimum account size?

No asset minimum. Engagements are priced based on planning complexity, not portfolio size, so we can work with LGBTQ+ high earners still building wealth — not just clients who already have it.

What happens on the intro call?

Twenty minutes, video or phone. We ask what you're actually trying to figure out, share how Aequitas would approach it, and decide together whether an engagement makes sense. No pressure, no product pitch.

LGBTQ+ couple in Hawthorne, Portland reviewing their financial plan

Portland · Hawthorne

LGBTQ+ financial planning for Hawthorne

Two incomes, kids, a Craftsman, Oregon taxes. The plan should hold the whole picture — including the state-specific pieces most advisors miss.

Schedule a free intro call 20 minutes · video or phone · no product pitch

Who this is for

Built for Hawthorne LGBTQ+ households

The Hawthorne / Belmont corridor in Southeast Portland is walkable, family-oriented, and one of the most established LGBTQ+ neighborhoods in the city.

Family cash flow (IVF / surrogacy / adoption) has never been modeled honestly.
Oregon's $1M estate exemption arrives faster than people expect.
No 529 open yet and college is real.
Second-parent adoption is still on the to-do list.
The Hawthorne-Belmont corridor carries a $900–$1,400/mo LGBTQ+ safety premium over Salem or Eugene — for a two-parent household with IVF or adoption on deck, that premium is often the reason the family-planning number feels immovable.

How we help Hawthorne households

Family-planning cash flow

IVF, surrogacy, adoption, and second-parent adoption modeled into your real cash flow so building a family isn't paused indefinitely or financed on hope.

Oregon $1M estate-tax planning

Oregon's $1M exemption bites earlier than most people expect. Bypass-trust structure, gifting cadence, and beneficiary review keep the state out of the middle of your inheritance.

529s, life insurance, and the two-parent stack

Education funding, term coverage sized to what your family actually needs, and legal parentage locked down in every state you might travel through.

Next step

Go deeper, or just talk to us

Skim the broader context if you want more before reaching out — or book the call and we'll cover it live.

LGBTQ+ financial advisor in Portland

The city-wide overview: how Aequitas works with Portland LGBTQ+ households across cash flow, tax, investing, and estate.

LGBTQ+ tax & cost-of-living guide: Portland

State income tax, property tax, estate tax, and LGBTQ+ planning overlays specific to Portland.

Schedule Your Intro Call

FAQ

Hawthorne planning FAQs

Ready to talk through your plan?

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