Other Financial Professionals
If you’re looking for a service that we don’t provide, here are some other left-leaning, queer and queer-friendly professionals you can reach out to:
Financial planners & coaches
Queer & trans liberation workers who need help with budgeting, debt, savings, work benefits, increasing earnings, or working on a healthy relationship to money: check out coach Leo Aquino (they/them) of Queer & Trans Wealth.
Business owners and freelancers should check out coach Hadassah Damien (she/her) of Ride Free Fearless Money.
For folks looking for financial planning, aka specific advice about using your household's financial resources to work toward your life goals including investment advice:
financial planner Landon Tan (he/him) and his team at Query Capital are focused on queer financial stability and sustainable investing
financial planner Kathryn Kubiak-Rizzone (she/her) at About Time Financial is focused on women physicians, small business owners, & progressive families
financial planner and tax professional Ginger Ames (she/they) of Whisper Financial is focused on neurodiversity, life transitions, and sustainable investing
For folks looking for ethical investing in the stock market, not necessarily financial planning (aka she can invest your money for you but can't help you decide how much you should be investing): Sloane Ortel (she/her) and her team at Ethical Capital are doing very cool things. Minimum investment is $1.
For folks with wealth interested in divestment and redistribution, I recommend Chordata Capital or Revalue Investing.
For residents of Canada, Drew Adamick (they/them) of Divergent Financial Planning works with neurodivergent queer people ages 25-50.
(This list was last updated on November 19th, 2024)
Tax professionals
Please note: I always recommend finding a tax professional in the summer/fall, because they tend to get booked up by December!