Welcome to LGBT Financial – We’re Glad You’re Here
Thank you for visiting! We’re proud to be your premier resource for LGBT+ financial services, and hope to become your preferred resource for knowledge, advice, and the implementation of your financial plan.
As you can imagine, in order to continue providing superior service to our clients and community, it’s important we understand the true diversity of our community as it continues to grow and evolve. Please take 3 minutes to complete our demographic survey and ensure you are being well represented.
When marriage equality was effected in 2015, didn’t that eliminate the need for LGBT+ specific advice?
In some ways, yes! In fact, we hope one day our services will simply be preferred, and not necessary. All aspects of your life are interconnected, and in order for an adviser to fully understand one aspect, the advisor needs to understand and empathize with the rest. This has been a guiding principle for LGBT Financial since its inception.
Please take a moment to scan through our website. Get to know our advisers! Learn about the products and services we offer. And of course feel welcome to contact us with any questions. You can find a contact form on the bottom of each page. Thanks again for visiting! We hope you enjoy your time with us.