aequitasfp.com

Aequitas Financial is an LGBTQ+-owned financial planning and advisory firm serving queer professionals, same-sex couples, and families. It offers fee-only, fiduciary advice, meaning the firm is paid by clients rather than through commissions. Its virtual-first services are available to clients nationwide and are designed around the financial and legal considerations that LGBTQ+ households may face.

The firm helps individuals and couples turn strong incomes into coordinated plans for building wealth, managing cash flow, investing, and reducing taxes. Its guidance also covers estate planning and beneficiary protections, family building through adoption, surrogacy, or IVF, gender-affirming care costs, and major decisions such as buying a home or relocating abroad. For high earners, Aequitas addresses equity compensation, including RSUs, stock options, and ESPPs, as well as the tax implications of vesting. Clients can pursue values-aligned investing, including ESG and impact strategies. Aequitas serves single professionals and couples at different stages, from growing wealth to protecting a family, and provides introductory calls, planning services, educational guides, tools, and articles.