More life. Less financial stress.
A safe, inclusive space for LGBTQ+ individuals and allies to access high-caliber financial planning and investment management.
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We help clients create, grow, and protect their wealth through personalized, strategic guidance designed to bring clarity, confidence, and long-term security.
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Our goal is to give everyone the freedom to live a life of abundance and authenticity.
This is for you if...
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You're doing well financially, but not sure if you're doing it right
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Your finances feel complicated or overwhelming
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You’re planning for a home, family, or long-term freedom
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You want advice that actually understands LGBTQ+ lives
Money feels harder than it should
You’ve done “everything right,” but the decisions keep getting bigger — equity, taxes, investing, life planning — and no one is helping you connect the dots.
What we help you do
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Turn income and equity into a clear plan
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Make confident decisions about big life goals
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Stop guessing and start feeling in control
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Build wealth that supports the life you actually want
Wealth is a lived experience — not just a balance sheet.
Why clients choose LGBTQ Wealth Planning
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Flat-fee, fiduciary advice (no commissions, ever)
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High-touch, personalized experience
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Planning + investing + tax awareness in one place
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Guidance informed by lived LGBTQ+ experience
Ready for clarity?
Let’s talk about where you are, what you want, and how to get there — with a clear plan built around your life.
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Meet Jason, Your Financial Planner
Jason founded LGBTQ Wealth Planning to make expert financial advice inclusive, transparent, and human.
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As a CFP®, he partners with LGBTQ+ clients and allies to help them navigate financial decisions, investing, and life planning with confidence.
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He believes financial planning works best when clients feel truly seen, understood, and empowered to make informed decisions about their future so they can live a life they love today.
I’ve advised individuals working at companies such as:
Figma  ·  Anthropic  ·  Scale AI  ·  Rippling  ·  WhatNot  ·  Circle  ·  Notion  ·  Meta  · Google  ·  Open AI  ·  RedditÂ