Top financial advisors working with LGBTQIA clients
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 financial advisor when your financial goals intersect with unique life experiences, such as navigating family planning, estate planning, or healthcare decisions that reflect your identity. Without an advisor familiar with these nuances, you risk missing opportunities or facing advice that doesn't fully consider your circumstances.
- Inclusive financial planning. Look for advisors who understand how LGBTQIA-specific legal and social factors impact your financial choices.
- Healthcare and benefits insight. Confirm they can guide you through complex healthcare options and benefits that may differ for LGBTQIA clients.
- Estate and legacy considerations. Ask how they approach wills, trusts, and beneficiary designations to protect your chosen family.
- Community awareness. Seek advisors who stay informed about evolving policies and resources affecting LGBTQIA individuals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
John B
Series 66
Bainbridge Island, WA
Edward Jones
John Baggett specializes in serving LGBTQIA clients with expertise in divorce financial planning, retirement income strategy, and estate planning guidance, supported by a decade of industry experience. Operating from Edward Jones, a large firm with over 23,700 advisors, he offers a comprehensive wealth management approach with a program fee up to 1.35% annually, distinguishing him through access to diverse investment strategies and a broad client network.
Experience: 10 years
Avg account: $246,728
-
Raymond C
Series 63, Series 65
Los Angeles, CA
Merrill
Raymond Conboy specializes in LGBTQIA wealth planning and values-based investing, making him well-equipped to address unique financial needs related to identity and legacy. With 28 years of experience at Merrill, a large firm, he also serves business owners and mid-career professionals, offering tax-loss harvesting and philanthropic planning, which distinguishes him from advisors focused solely on individual wealth management.
Experience: 28 years
Avg account: $860,085
-
Corey B
CFP®
Portland, OR
Empowering Finance, LLC
Corey Beal specializes in serving LGBTQIA clients with a focus on retirement planning, cash flow, and business sale tax planning, supported by 12 years of experience and CFP® certification. Operating from Portland, OR, Corey offers flat-fee and hourly advice-only options with no asset minimums, emphasizing a passive investment philosophy and an independent, millennial-friendly approach.
Experience: 12 years
Avg account: $1,379,435
-
Christopher S
CFP®, EA
Santa Monica, CA
Silicon Beach Financial LLC
Christopher Stroup specializes in serving LGBTQIA clients and millennial entrepreneurs, offering tailored financial planning with a focus on equity compensation and business ownership. Based in Santa Monica, CA, his firm charges a tiered asset-based fee with waived planning fees for accounts over $750,000, distinguishing his approach through a collaborative, impact-driven philosophy that supports visionary clients aiming to make meaningful change.
Experience: 7 years
Avg account: $644,795
-
Leah C
CFP®, AAMS®
Austin, TX
Orchard Financial
Leah Coleman specializes in serving LGBTQIA clients, offering expertise in estate planning, family planning, and gender-affirming care costs, which aligns well with the unique financial needs of this community. Based in Austin, TX, she is a CFP®-certified, independent advisor providing flat-fee and AUM-based pricing, catering especially to Millennials and equity recipients, distinguishing her with a personalized, inclusive approach.
Experience: 13 years
Avg account: $345,171
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular nationally
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")