We are fee-only financial advisors
We Serve the LGBTQ+ community, women decision-makers, and thoughtful inheritors
With our human-centered approach to financial planning, paired with intentional investment management services, we provide everything you need to plan for financial stability in one place.
who are our clients?
Our clients are progressive individuals and families who want their money to support lives of meaning and impact. They span many ages and life stages, from those just finding their footing to those enjoying a well-earned sense of freedom, with most navigating the rich, complex middle chapters of their careers and lives.
That said, there’s no single “type” of Equalis client. If you’re values-driven, intentional about your money, and looking for a trusted fiduciary, you’re in the right place.
We might be a good fit if you:
Want to align your values with your resources be it money, time, or skills
Recognize your time is valuable and prefer to delegate
Are looking for an ongoing, collaborative partner & sounding board
Want to give back to your communities
Have no interest in maintaining a budget (who really does?!)
ONGOING Financial Advising
To get where you want to go, you’ll need a custom roadmap that’s built strategically around your goals. We take a human-centered approach to financial planning, focusing more on you than your money. In this process, we will help you realign your financial mindsets and habits with your long-term vision, resulting in a more financially secure future.
Investment Management
As an investor, you have the ability to effectively “put your money where your mouth is” by investing in social causes you believe in. From environment conservation to improving the gender pay gap to reducing racial inequality, we will customize and manage your portfolio with a carefully planned investment strategy while maintaining the direction and discipline you need to reach your goals.
Business Management
If you are looking to outsource the day-to-day operations of your business, we are here to help. These related services—including tax planning, payroll processing, and monthly bookkeeping—are available exclusively to our financial planning clients.
