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

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

DC · Logan Circle

LGBTQ+ financial planning for Logan Circle

Kids, a rowhouse, two big DC careers, and a DC estate tax that catches successful households early. The plan should hold all of it.

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

Who this is for

Built for Logan Circle LGBTQ+ households

Logan Circle skews family-forming and dual-income — two-dad and two-mom households in renovated rowhouses, biglaw and consulting professionals, and federal senior staff.

Family-planning cash flow (IVF / surrogacy / adoption) has never been modeled honestly against your real DC tax picture.
DC's ~$4.53M estate exemption without portability is a real long-term ceiling for two high earners with a rowhouse.
Second-parent adoption is still on the to-do list.
No 529 open yet or under-funded.

How we help Logan Circle 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.

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.

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 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

Logan 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