LGBTQ-affirming, gay-friendly financial planning designed around your real life
LGBTQ Wealth Planning is an independent, gay-friendly, LGBTQ-affirming financial planning firm serving clients in Texas and nationwide.
The firm was created to give LGBTQ+ individuals, couples, and allies access to clear, strategic financial advice in a space that is inclusive, supportive, and judgment-free.
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If you’ve ever searched for an LGBTQ financial planner or gay-friendly financial advisor and struggled to find someone who truly “gets it,” you’re in the right place.
Our Mission
To empower LGBTQ individuals, couples, families, and allies with affirming, strategic financial planning so your future feels as authentic as you are. We believe everyone deserves access to high-quality financial guidance and a place where their life, identity, and family are respected and understood.
Why
Us
Why an LGBTQ-focused financial planner matters
Many LGBTQ+ clients feel unseen in traditional financial firms. Your life may include planning areas that aren’t always understood or discussed, including:
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chosen and non-traditional family structures
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marriage, domestic partnership, and beneficiary planning
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adoption, surrogacy, and fertility costs
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health insurance, gender-affirming care, and benefits navigation
Working with an LGBTQ-affirming, gay-friendly financial planner means these topics don’t need extra explanation — they’re already part of the conversation. We start from inclusion and understanding, then build a strategic plan around your goals.
Who we serve
We proudly work with:
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LGBTQ+ individuals and couples
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gay, lesbian, bisexual, transgender, and queer clients
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allies who value inclusive planning
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professionals in tech, healthcare, business, and creative fields
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clients with growing financial complexity
You deserve financial advice that reflects your real life and your values.
How it feels to work with us
Clients often come to us saying:
“We wanted a financial advisor who is LGBTQ-friendly and understands our life.”
Our planning relationship is designed to be:
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inclusive and affirming
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collaborative, not sales-driven
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focused on your goals and values
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grounded, strategic, and practical
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supportive during major life moments
We serve as your thinking partner — someone you can email when life happens and decisions need to be made.
About Jason
Jason founded LGBTQ Wealth Planning to make expert financial advice inclusive, transparent, and deeply human. After nearly a decade working in financial services, he saw how many LGBTQ+ clients and allies felt unseen in traditional planning environments — and how powerful it is when people finally feel comfortable talking openly about money and life in the same conversation.
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Jason is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), an Enrolled Agent (EA), and an Equity Compensation Associate (ECA). His background includes extensive work with clients navigating complex financial lives, especially those with stock compensation and high-growth careers.
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Over the last ten years, Jason has advised clients through many of life’s biggest financial moments — IPOs and liquidity events, job changes, relocating across states, marriage and family building, buying and selling homes, market volatility, and many other financial transitions. He believes real financial planning goes far beyond spreadsheets; it’s about clarity, values, and confidence during moments that truly matter.
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At the heart of his work is a simple philosophy: people make their best financial decisions when they feel seen and understood. Jason partners closely with clients to help them make thoughtful choices about investing, taxes, cash flow, career, and life planning so they can live well today while building the future they want.
When you work with LGBTQ Wealth Planning, you work directly with Jason — a collaborative thinking partner who explains things clearly, asks good questions, and respects the many forms that family and identity can take.
