Do we have to live in Dupont Circle to work with Aequitas?

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

DC · Dupont Circle

LGBTQ+ financial planning for Dupont Circle

DC's estate-tax exemption is ~$4.53M with no portability, and the district's income tax tops out at 10.75%. The plan has to know both of those in its bones.

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

Who this is for

Built for Dupont Circle LGBTQ+ households

Dupont anchors LGBTQ+ DC — bookstores, bars, and community organizations still ring the circle. A mix of long-partnered condo owners, mid-career federal and biglaw professionals, and renters weighing a first buy.

DC estate-tax exemption is ~$4.53M per person with no portability — condo + TSP or 401(k) + life insurance can cross it faster than you'd guess.
You've got a federal TSP or a biglaw 401(k) stack and no coordinated Roth-vs-traditional plan.
First-condo math (vs. renewing at Dupont prices) has been on the calendar for two years and never run honestly.
Second-parent adoption and estate documents haven't been refreshed since you formalized.

How we help Dupont Circle households

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.

First-home cash-flow reality check

Down payment source (RSU sale? gift? savings?), monthly payment stress-tested against a rate rise, and honest closing costs — before an agent talks you into stretching.

Estate documents that actually reflect your life

Wills, trusts, healthcare directives, and beneficiary audits refreshed for who you actually chose — not defaults written for someone else's family. Especially the pieces most Dupont couples wrote a decade ago and haven't looked at since.

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

Dupont Circle 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