Do we have to live in Capitol Hill to work with Aequitas?

No. Aequitas is fee-only and virtual-first — we work with LGBTQ+ households in Capitol Hill the same way we work with clients across DC and the rest of the US. This page is written for the Capitol Hill 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 Capitol Hill, DC reviewing their financial plan

DC · Capitol Hill

LGBTQ+ financial planning for Capitol Hill

You've built this over years. The plan should be about protecting it — TSP or foreign-service pension elections, DC bypass-trust structure, and adoption follow-through.

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

Who this is for

Built for Capitol Hill LGBTQ+ households

Capitol Hill is established and higher-priced with a steady LGBTQ+ presence — long-partnered rowhouse owners, senior federal staff, foreign-service officers, and biglaw partners.

TSP allocation and rollover strategy hasn't been reviewed since the last agency change.
Foreign-service or FERS pension survivor elections are irrevocable and haven't been modeled against a same-sex spouse's income.
DC's ~$4.53M estate exemption without portability quietly catches a paid-down rowhouse + TSP + brokerage.
Second-parent adoption for older kids is still incomplete, and estate documents don't travel well across state lines.

How we help Capitol Hill households

Federal comp: TSP, FERS & foreign service

TSP allocation and rollover strategy, FERS supplement timing, foreign-service pension elections, and survivor benefits for same-sex spouses — coordinated with the rest of the plan.

DC estate-tax bypass structure

DC's estate-tax exemption is $4.53M with no spousal portability. For long-partnered couples with a house, a 401(k), and life insurance, that ceiling arrives faster than you think — we build the trust structure that keeps it from becoming a problem.

Second-parent adoption follow-through

Even with marriage, presumption laws don't travel reliably across state lines. We help you sequence and budget the second-parent adoption that makes parentage bulletproof in every state.

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 Washington DC

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

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

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

Schedule Your Intro Call

FAQ

Capitol Hill 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