LGBTQ+ financial
planning built for
your life.
You've built the income. Now let's build the wealth.
A fee-only, fiduciary LGBTQ+ financial advisor for high-earning queer professionals and same-sex couples — protecting your family, growing your net worth, and planning for wherever life takes you.
From overwhelmed to optimized
What financial planning questions do LGBTQ+ couples and high earners actually face?
You earn well. You work hard. But high income doesn't automatically mean financial security — especially when mainstream advice wasn't built for your life.
“We make over $250K — so why does it still feel like we’re behind?”
High income doesn’t automatically mean high net worth. We build a clear wealth strategy so you stop spinning your wheels and start seeing real progress.
See our planning servicesWho We Serve
Who needs an LGBTQ+ financial advisor?
Three types of LGBTQ+ professionals — individuals and couples alike. One thing in common: mainstream advice was never built for their lives.
LGBTQ+ HENRYs, Professionals & Couples Building Wealth
Single high earners ($150K+) and dual-income couples ($250K+) who want a clear wealth strategy — not generic advice that ignores their reality. Whether you're building solo or merging finances with a partner, we help you turn strong income into a coordinated investment, tax, and savings plan.
Financial planning for same-sex couplesBuilding or Growing Your Family
Individuals and couples pursuing surrogacy, adoption, IVF, or solo parenthood by choice. We build a financial plan for every step — from the upfront costs of family building to estate planning that legally protects your child, and your partner if you have one, from day one.
LGBTQ+ estate planning for familiesEyeing a Life Abroad
LGBTQ+ individuals and couples planning an international relocation — now, in early retirement, or someday — who need a financial plan built to work across borders before they make the move.
See our planning servicesHolistic Approach
Every part of your financial life, connected
Your financial life doesn't exist in silos. We connect every piece — so nothing falls through the cracks.
Navigate big decisions
Buying a home, having a child, relocating abroad, leaving a job — we model the financial impact of every major move before you commit, not after.
Optimize cash flow
Structure your income, expenses, and savings so your money moves with intention — not guesswork.
Minimize your tax burden
Proactive tax strategy for LGBTQ+ couples and high earners — filing status, credits, equity compensation, and cross-border considerations most advisors miss entirely.
Invest with purpose
Portfolios built around your values — so your money isn't quietly funding companies that actively oppose your rights.
Protect what matters
Estate plans, beneficiary designations, and legal structures that reflect your actual family — not assumptions.
Plan for your family
Financial roadmaps for surrogacy, adoption, IVF, gender-affirming care, and every step in between.
Make your equity work for you
RSUs, stock options, and ESPPs are some of the most mismanaged income sources for high earners. We build a strategy so vesting events don't become tax surprises.
Navigate big decisions
Buying a home, having a child, relocating abroad, leaving a job — we model the financial impact of every major move before you commit, not after.
Optimize cash flow
Structure your income, expenses, and savings so your money moves with intention — not guesswork.
Minimize your tax burden
Proactive tax strategy for LGBTQ+ couples and high earners — filing status, credits, equity compensation, and cross-border considerations most advisors miss entirely.
Invest with purpose
Portfolios built around your values — so your money isn't quietly funding companies that actively oppose your rights.
Protect what matters
Estate plans, beneficiary designations, and legal structures that reflect your actual family — not assumptions.
Plan for your family
Financial roadmaps for surrogacy, adoption, IVF, gender-affirming care, and every step in between.
Make your equity work for you
RSUs, stock options, and ESPPs are some of the most mismanaged income sources for high earners. We build a strategy so vesting events don't become tax surprises.
Good income. Not much to show for it yet.
Whether you're single or partnered, this is the pattern we see most often — and the one generic advice handles worst.
On your own
$150K+
gross annual income
Together
$250K+
combined gross household income
There's no savings number that disqualifies you. It's often under roughly $1M invested — but plenty of households cross $2M or $3M and still don't feel wealthy, because almost none of it is liquid and none of it is working on a plan.
- Your paycheck looks impressive and your bank balance doesn't match it.
- A meaningful chunk of your pay arrives as RSUs or equity, and you have no written plan for it.
- Your net worth hasn't caught up to your income — and most of what you do have is locked in retirement accounts, unvested equity, or home equity.
- On paper the numbers look fine; in practice you couldn't stop working for a year without it hurting.
- Housing costs $4,000+ a month because you chose a city where you can be out safely.
If you nodded at three or more, you're in the group we do our best work with.
See what this actually looks likeHow It Works
What does working with an LGBTQ+ financial planner look like?
From your first conversation to a fully implemented financial plan — here is exactly what to expect. No complicated hoops, no endless paperwork. Just a clear, guided process designed around your life.
A free 30-minute conversation to talk about where you are, where you want to go, and whether Aequitas is the right fit for your financial life. No pressure, no pitch — just an honest conversation.
6-8 Weeks
To Plan Delivery
1:1
Always Taylor
2-4x Per Year
Review Meetings
Unlimited
On-Demand Support
Meet the Founder
Gay financial planner — Meet Taylor
Aequitas Financial was founded by Taylor with a clear mission: to provide expert, affirming financial guidance to LGBTQ+ professionals who deserve an advisor that truly understands their lives.
With deep expertise in wealth building, family planning, and values-aligned investing, Taylor helps clients build financial lives that reflect who they really are.
Ready When You Are
A free 30-minute intro call — no pitch, no pressure.
We'll talk about your life, your goals, and whether Aequitas is the right fit. Virtual, nationwide.
Explore
LGBTQ+ financial planning topics
Pick the topic closest to where you are right now — every path leads to a real conversation with Taylor.
Serving LGBTQ+ households in
From the Blog
LGBTQ+ financial planning resources
Insights and guides to help you navigate your financial life with confidence.
The Aequitas Difference
Why choose a fee-only LGBTQ+ financial advisor?
Most financial firms treat LGBTQ+ clients as an afterthought. We built everything around you from day one.
An advisor who shares your experience
Aequitas is LGBTQ+-owned and operated. You will never have to explain your life, your family structure, or your values to receive relevant, affirming financial guidance.
Proactive protection, not reactive paperwork
From estate planning to beneficiary structures, we build legal and financial protections before you need them — so your family is covered regardless of what changes around you.
You work with Taylor — always
No junior associates, no call centers, no being handed off. Every meeting, every plan, and every question is handled directly by the advisor who built your financial strategy.
Fee-only, fiduciary, always
We are compensated only by you — never by commissions or product sales. That means every recommendation is driven entirely by what is right for your financial life.
Ready to talk with an LGBTQ+ financial planner?
Schedule a free introductory conversation. No pressure, no jargon — just a real discussion about your financial future.