Equalis Financial

Equalis Financial was founded to balance the financial playing field by providing accessible, human-centered financial guidance. Specializing in support for LGBTQ+ creatives, women decision-makers, and progressive inheritors, the firm offers comprehensive financial planning, investment management, and business management services. As a fee-only fiduciary, Equalis Financial avoids product commissions, ensuring advice is strictly in the client's best interest. They are location-independent and serve clients nationwide through virtual technology, with physical offices in Los Angeles and Portland.

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