https://www.equalisfinancial.com/home daily 1.0 2026-03-30 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/66f65651-4205-4dc0-80a3-96284248e28c/_X3A3889.jpg Home https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1596220967543-BKLRQBOV9AYV6IEOGGZZ/image2_hands.png Home https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1596221198114-WYB4E3APIXXHZTYH9Z47/Los+Angeles+Financial+Advisor Home https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595357122115-93MMKGB8C1LLHKVTXO6Y/EqualisFinancial-22.jpg Home https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595357311291-790GGD0TE1WJPPMSC4EE/EqualisFinancial-11.jpg Home https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1594076085027-NYB99IQYYXERP7L3WGZS/happy-young-multiethnic-baristas-watching-movie-on-laptop-4350202.jpg Home https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595356348834-3LU4M0XPGB6CW7E6EUX6/Secondary+Logo%2C+Two_Burnt+Orange_web.png Home https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595355335691-9RTHSTRYZY4XJHM6E690/forest_green.png Home - Fiduciary We are proud to be an independent financial planning firm, meaning that it is our fiduciary duty to do what’s best for you. This requires us to always put your interests ahead of our own. https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595355675144-ARZ1YUC4GOLDPHU5HXUC/forest_green.png Home - Impartial Everyone deserves access to financial advice regardless of their sexual orientation, gender, or marital status. Equality isn’t just in our name but is our founding principle. https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595355353953-1QOMU8GAB9K98GOF7ZFD/rust.png Home - Fee-Only This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you. https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595355693934-CYF40R9X4519YSFWHPBH/rust.png Home - Technology We are location independent, meaning we use web-based technology that allows us to work as a virtual advisor and assist you no matter your physical location. We’re here to help you anytime, anywhere. https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595355369196-IG29OYXWV9T0LVO97IP6/burnt_orange.png Home - Our Identity Equalis was founded by a member of the LGBTQ+ community who is all too familiar with volatile financial environments. Your needs will be attended to with compassion and without judgement. https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595355713241-VU92CPK1UZ50BB7QGBOZ/burnt_orange.png Home - Advocacy We are a voice for our clients and community. Our mission is to ensure every action we take and every dollar we spend positively impacts as many people as possible. https://www.equalisfinancial.com/contact-us daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/79487b9e-1bb6-425b-a0a2-f620a4638eb3/Leighann+Miko.jpg Contact Us https://www.equalisfinancial.com/our-team daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1594160588464-M3Y5Z5UTBLW284E7GY0N/burnt_orange.png Our Team - Who We Are Equalis Financial is an independent fee-only firm based in Los Angeles, California, and Portland, Oregon, specializing in financial planning, responsible investment management, and business management. Founded by a member of the LGBTQ+ community, Equalis is rooted in inclusivity and the belief that everyone deserves access to thoughtful, values-aligned financial guidance. https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595357447049-17WDFSU549XJLIDPLP85/forest_green.png Our Team - Who We Serve Our mission is to create a financial home where people feel seen, understood, and empowered to make decisions that honor both their values and their future. We serve progressive individuals and families, especially LGBTQ+ communities, women decision-makers, and thoughtful inheritors, who want a trusted partner to help them plan intentionally, invest with purpose, and steward their wealth with clarity and care. https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/3f9c815c-c34f-4372-88fb-2057475c47e8/_X3A4139.jpg Our Team https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/c16288bf-f8aa-4d2c-9f15-c9d5d19a96e2/_X3A4239.jpg Our Team https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/f1b4082c-9539-4c48-a38a-62e640dd503b/_X3A4271.jpg Our Team https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595358285540-FC1HA08X96ZO9K8AS85O/forest_green.png Our Team - Financial Planning We will help you realign your mindsets and goals with a clearer vision. What results is a highly personalized plan of action based on your unique needs. Learn more > https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595358302204-D3BTWCXJY75Y01G2LDTU/rust.png Our Team - Investment Management We will customize and manage your investment portfolio based on the social causes you believe in and the long-term goals you want to reach. Learn more > https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1594399954076-6IOYQN9OOKQGQAGSIPI5/burnt_orange.png Our Team - Tax & Business Management We offer business management support to our financial planning clients through tax planning, monthly bookkeeping, payroll processing, and more through our preferred partner. Learn more > https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1594400951150-DEPTCG7S44W43E2W5LXI/Curbed%2BLA%2BLogo.jpg Our Team https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1594401020994-B6GPZRR72LFU5DHM93XZ/FA%2BMagazine%2BLogo.png Our Team https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1594401173272-L7GF7QO6XVYBP9BTJQGK/Investment%2BNews%2B40%2BU%2B40.png Our Team https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1594401215104-HKY947N7SS57SBSN9T7V/Journal%2Bof%2BFP.png Our Team https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1594401314995-XXV5KUZQ10B2MD7NWL7S/The%2BWall%2BStreet%2BJournal.png Our Team https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1634858243196-KJZI79GX1HWOHWOPGAU7/New_York_Times_logo_variation.jpeg Our Team - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.equalisfinancial.com/work-with-us daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/ec69b56b-fe6d-4e5e-ad54-74cfca6dce1b/3X3A6955.jpg Work With Us https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1596222986925-OWNG78G82R70WBAM0KBK/EqualisFinancial-12.jpg Work With Us https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1ee0b9ca-2571-4e9a-a0bd-9de202594bb6/_X3A4117.jpg Work With Us https://www.equalisfinancial.com/financial-planning daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/668592fd-6b86-42ee-9318-399fba5b3e17/Picture1.png Financial Planning https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595607078948-U5X5M59OLNW26TU7R7GW/forest_green.png Financial Planning - ASSESS FIT + Explore Your Truth https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595603473781-SZ1A91JX9GBH6SCJAHXT/mustard.png Financial Planning - Envision Freedom & Passion https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595603638852-G8C3KPNZRLUN58AUL1CY/rust.png Financial Planning - Crunch the Numbers https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595603839229-IVJH2AKH4CH97Y8SODLE/desert_sand.png Financial Planning - Build & protect https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595603756609-0BK5HCRS87EUU282E2L4/burnt_orange.png Financial Planning - Take Smart Action https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595604449970-RXA6RT7DXEIB7XMX0OVA/soft_amber.png Financial Planning - ONGOING ALIGNMENT https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595603638852-G8C3KPNZRLUN58AUL1CY/rust.png Financial Planning - verify & Crunch the Numbers https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595603756609-0BK5HCRS87EUU282E2L4/burnt_orange.png Financial Planning - Brainstorm strategies https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595607078948-U5X5M59OLNW26TU7R7GW/forest_green.png Financial Planning - Take smart action https://www.equalisfinancial.com/business-management daily 0.75 2026-03-30 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595529552284-QYER5T508UZ1T9NHGNVR/mustard.png Tax & Business Management - Payroll Processing From running a solo-owned S-Corp to leading a team of employees, we will streamline payroll processing for your business. Following our approved timeline, we’ll make sure every employee (including you!) is paid on time for their hard work. Get started > https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1595529702572-9CDVPEBODU4E29QRWSN2/forest_green.png Tax & Business Management - Monthly Bookkeeping Balancing your books every month can be one of the most taxing aspects of running a business. (No pun intended.) Let us help by handling your monthly bookkeeping so you can get back to the creative work you love. 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Climate change Pollution & waste management Natural resources https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1618791742328-TLZEZYH3H8OPSJUIVJSO/rust.png Investment Management - Invest with Social Impact Improve the health of your communities—both local and worldwide—through stronger relationships and allyship. Diversity & Inclusion policies LGBTQIA + rights Worker protection & rights Prison involvement https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1618791810007-CKRBOW2UWHB5MKWGEZ9S/rust.png Investment Management - Invest with Corporate Impact Invest in causes that set standards for company leadership while supporting ethical business practices. Board independence & diversity Promoting livable wages Behavior & transparency Executive vs. employee pay https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1618792756095-XZDSXQU6O26PXMZPA5GM/Invest_Divest%402x.png Investment Management https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1618791356886-K413YZ5KZPAZEPS4N5B8/mustard.png Investment Management - Custom Portfolio Focused causes Individual stocks - Direct indexing Minimum investment of $750,000 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1618791356886-K413YZ5KZPAZEPS4N5B8/mustard.png Investment Management - Values-Based Model Broad model causes Individual stocks - Direct indexing Minimum investment of $250,000 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/1618791356886-K413YZ5KZPAZEPS4N5B8/mustard.png Investment Management - Target Allocation Broad ESG screen Exchange-traded funds (ETFs) Minimum investment of $25,000 https://www.equalisfinancial.com/lgbtq-folks daily 0.75 2026-02-14 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/56909fd6-e290-4ea5-9bc9-cd2f62d5b420/018-hbrodeur-LM-5798.jpg LGBTQ+ Folks https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/7d64f3bc-1809-4719-9297-683ac5a566f2/3X3A7206.jpg LGBTQ+ Folks https://www.equalisfinancial.com/women daily 0.75 2026-02-14 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/6ba9081c-e9e0-44de-9ea8-a04cdf904908/linkedin-sales-solutions-IjkIOe-2fF4-unsplash.jpg Leading Women https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/e60c2fa1-bc1e-4f49-aa17-87143875f6f1/3X3A7275.jpg Leading Women https://www.equalisfinancial.com/inheritors daily 0.75 2026-02-14 https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/fa8e29c2-6010-4267-bfbe-96a4a4e25234/david-walker-walker-design-co-bP0q3tTTHS4-unsplash.jpg Inheritors https://images.squarespace-cdn.com/content/v1/5ef4e95fff20564681ea1de5/2e688b91-a2e1-47f3-8439-961764e9d005/3X3A6762.jpg Inheritors