Gay financial advisor

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Heart of Advice

Updated on: May 23, 2023

As a CERTIFIED FINANCIAL PLANNER™ who serves people in the LGBTQ+ community, I’m often asked, “What’s different about Gay planning?”

From my perspective, it’s not the planning that’s distinct. It’s the approach. That starts with understanding that people who are a part of the community often own defense mechanisms in place. LGBTQ+ individuals often build up these defenses because of the discrimination they’ve endured in their lives. Developing empathy that can help you acquire past these barriers is a pivotal skill for financial planners.

It’s been seven years since the Supreme Court made same-sex marriages legal in all 50 states, and a year since it ruled that workers can’t be fired for being same-sex attracted, so things hold certainly improved. But the social aspect of it is not the same.

I’ve seen advisors attempt to rework their entire financial planning process when they start working with LGBTQ+ clients. They start with assumptions like the client may not be married or they may have a nontraditional household with adopted kids. However, these advisors neglect to treat the person. Thi

Christopher Street Financial

Christopher Road Financial is an affiliate of Bluespring Wealth Partners, LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: https://www.kestrafinancial.com/disclosures

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LGBTQ+ Financial Planning & Wealth Management

Unlocking Equality through Wealth

Start building a future where you achieve the financial independence you've always wanted to live the life you've always wanted.

Financial Advice for the LGBTQ+ Community

Embracing Diversity, Enriching Finances

Learn how we can help you grow your wealth and accelerate the process through effective financial strategies focused on your  personal finances and goals.

Tailored Strategies

Just as every person's journey is clear, so are their financial needs. Our tailored strategies are constructed to reflect your specific circumstances, helping you achieve financial security while embracing your authentic self.

Sensitive and Respectful

We approach financial discussions with sensitivity and respect for your individuality. Our advisors produce a safe space where you can openly discuss your financial concerns and aspirations without apprehension of judgment.

Inclusive Expertise

Our financial suggestions recognizes the unique challenges and aspirations of the LGBTQ+ society. With a deep understanding of your journey, we provide inclusive guidance tha