About
LGBTQ-affirming financial planning, designed around your real life.
About LGBTQ Wealth Planning
Planning where your life, identity, and family are understood.
LGBTQ Wealth Planning is an independent, LGBTQ-affirming financial planning firm serving clients virtually nationwide.
Our mission is 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.
If you've ever searched for an LGBTQ+ financial planner and struggled to find someone who truly gets it, you're in the right place.
Fiduciary
Always acting in your best interest
We are legally and ethically obligated to put your interests first and disclose potential conflicts, with no exceptions.
Independent
Advice without outside influence
We're not tied to a bank, insurance company, or product provider. Our recommendations are driven by your goals, not quotas.
Fee only
No commissions. No sales incentives.
We don't earn commissions or referral compensation. Our only revenue comes directly from our clients.
Flat fee
Pricing aligned with complexity, not account size
Our flat-fee pricing means advice isn't influenced by how much you invest, just the support you actually need.
About Jason
Jason Hoffman, CFP®, EA, ECA
Jason Hoffman 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.
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 equity compensation and high-growth careers. He has advised more than 1,000 people on equity compensation, taxes, and planning, so he’s seen most of the situations clients bring to him.
Over the 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 the moments that truly matter.
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.
Credentials and experience
- Awarded by CFP Board to planners who meet rigorous education, exam, experience, and ethics requirements, including a fiduciary duty when giving financial advice.CERTIFIED FINANCIAL PLANNER™ professional
- A federally licensed tax practitioner who has passed a comprehensive IRS exam and can represent taxpayers before the IRS on any tax matter.Enrolled Agent, the highest credential the IRS awards
- A designation from the CEP Institute covering the fundamentals of equity compensation taxation, plan design, and law, for stock options, RSUs, ESPPs, and more.Equity Compensation Associate
- EducationBachelor of Science in Personal Financial Planning
- Based inTexas, working with clients nationwide
Ready for clarity?
Let's talk about where you are, what's coming up, and how to plan for it. A free 30-minute call, no pressure.