Equalis Financial

Equalis Financial is an independent fee-only firm based in Los Angeles, California & Portland, Oregon specializing in financial planning, responsible investment management, and tax & business management services. We are here to balance the financial playing field by ensuring equal access to our services.

Our mission is to empower and equip heirs redistributing wealth and thoughtfully ambitious progressives, especially LGBTQ+ creatives who work in entertainment and related fields. Since Equalis was founded by a member of the LGBTQ+ community, serving the underserved is at the heart of everything we do.

WHAT WE OFFER

-Financial Planning-

To get where you want to go, you’ll need a custom roadmap that’s built strategically around your goals. We take a human-centered approach to financial planning, focusing more on you than your money. In this process, we will help you realign your financial mindsets and habits with your long-term vision, resulting in a more financially secure future.

-Investment Management-

As an investor, you have the ability to effectively “put your money where your mouth is” by investing in social causes you believe in. From environment conservation to improving the gender pay gap to reducing racial inequality, we will customize and manage your portfolio with a carefully planned investment strategy while maintaining the direction and discipline you need to reach your goals.

-Tax & Business Management-

If you are looking to outsource the day-to-day operations of your business, we are here to help. These related services—including tax preparation and planning, payroll processing, and monthly bookkeeping?—are available exclusively to our financial planning clients.