Equalis Financial
We work with bold, values-driven individuals who want more from their money... more alignment, more intention, more impact. Whether you’re a LGBTQ+ creative navigating an unconventional career, a woman leading with clarity and purpose, or an inheritor ready to shape your own legacy, we offer financial planning and investment management that reflects who you are and supports the future you’re building.
What We Help With
Big Life Moves - We help you plan through major transitions, divorce, inheritance, entrepreneurship, caregiving, retirement, and ensure your finances evolve with you.
Investing With Intention - No jargon, no bro-speak. Just thoughtful, values-aligned investing designed to grow your wealth and reflect your impact.
Protection & Legacy - Whether you're thinking about your children, your community, or your own future, we build plans that protect what matters most and leave a legacy that feels meaningful.
Giving with Purpose - From donor-advised funds to multi-year giving plans, we help you make charitable decisions that are strategic, sustainable, and aligned with your values.
Why Work With Us?
We specialize in working with LGBTQ+ creatives and women because we are you, we understand the nuance of identity, the freedom (and chaos) of non-traditional careers, and the need for a financial plan that’s just as fluid and intentional as you are.
We don’t believe in one-size-fits-all planning, especially not for wealth that carries deep personal meaning. Our approach blends technical expertise with values-driven thinking and deep listening. We’re not just here to help you manage money, we’re here to help you use it well.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.