Top advisors focused on lgbtqia in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek an LGBTQIA-focused advisor when your financial decisions intersect with unique challenges like navigating healthcare costs, estate planning, or family-building options that reflect your identity. Without an advisor familiar with these nuances, you risk missing critical considerations that affect your long-term security.
- Inclusive financial planning. Look for advisors who understand how LGBTQIA-specific legal and social factors impact your financial goals.
- Healthcare and benefits expertise. Confirm they can guide you through insurance and medical expense planning tailored to your needs.
- Estate and legacy strategies. Ask how they address wills, trusts, and beneficiary designations to protect your chosen family.
- Family-building support. Check if they consider adoption, surrogacy, or fertility costs in your financial roadmap.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James S
Series 63, Series 65, Series 66
Glastonbury, CT
Merrill
James Stewart's extensive 37 years of experience and focus on LGBTQIA clients equip him to navigate complex financial needs such as estate planning and family-building costs. Based in Glastonbury, CT, he operates within Merrill, a large firm, offering a 1.10% AUM fee for managed strategies under $2 million, and brings expertise in executive compensation and socially responsible investing, distinguishing him from other advisors in this space.
Experience: 37 years
Avg account: $860,085
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John B
Series 66
Bainbridge Island, WA
Edward Jones
John Baggett specializes in serving LGBTQIA clients, addressing unique financial challenges such as estate planning and wealth management with a decade of industry experience. Operating from Edward Jones, a large firm with over 23,700 advisors, he offers a variety of investment strategies and charges up to 1.35% annually, providing access to extensive resources compared to smaller practices.
Experience: 10 years
Avg account: $246,728
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Corey B
CFP®
Portland, OR
Empowering Finance, LLC
Corey Beal specializes in financial planning for LGBTQIA clients, offering expertise in retirement, cash flow, and college savings, which supports navigating unique financial challenges. Based in Portland, OR, Corey is a CFP®-certified, independent advisor providing flat-fee and hourly advice-only options with no asset minimums, appealing to millennials seeking personalized, passive investment strategies without asset management requirements.
Experience: 11 years
Avg account: $1,379,435
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Christopher S
CFP®, EA
Santa Monica, CA
Silicon Beach Financial LLC
Christopher Stroup specializes in serving LGBTQIA clients, offering tailored financial planning that addresses unique challenges such as estate planning and family-building costs. Based in Santa Monica, CA, he is a CFP®-certified advisor with six years of experience, focusing on equity recipients and millennial entrepreneurs, and provides a fee structure that includes a waived planning fee for households with $750,000 or more in assets under management.
Experience: 6 years
Avg account: $644,795
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Leah C
CFP®, AAMS®
Austin, TX
Orchard Financial
Leah Coleman specializes in supporting LGBTQIA clients with expertise in estate planning, family planning, and gender-affirming care costs, making her well-suited for financial needs unique to this community. Based in Austin, TX, she offers flat-fee and AUM-based pricing through Orchard Financial, a woman-owned, queer-owned, and Certified LGBTBE® firm, providing a welcoming, judgment-free environment tailored to millennials and equity recipients.
Experience: 13 years
Avg account: $345,171
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