We're proudly unconventional. Take a team approach. Offer comprehensive guidance. Charge simply.
Do you have a smart balance of risk and return? Do your investments support your values? Are you on track for your goals? We can answer all that and more for you.
Who doesn’t want to pay the lowest tax allowable by law? Let us show you how strategic tax planning can help.
Insurance isn't just for safeguarding loved ones and property. Learn how it can be a smart financial tool.
Discover a range of financial tips and tricks for running your own business—and keeping it running.
It’s our mission—and a pleasure—to donate to the LGBTQ community and other great causes, educate people about financial matters and connect with our clients at fun events.
Come for financial clarity. Stay for the partnership, laughter, truth-telling, and the joy of truly being seen.
The financial industry forgot that money is never just money. It's freedom and fear and possibility all tangled up together. And nobody wanted to say that out loud.
So we built an inclusive firm where you can laugh and cry in the same meeting. Where your advisor knows your pronouns, your partner's name, your dog's birthday, and exactly how much you need in your checking account to sleep at night. We bring order to complexity and give ambitious, expressive, values-driven humans like you permission to dream bigger and live brighter.
This is financial planning that feels like real life: magical, meaningful, and completely yours.
Some of us are gay financial advisors. Some of us are straight financial advisors. All of us know that life is messy, beautiful, and worth celebrating—regardless of who you love, how you define family, or what your version of "success" looks like.
Most advisors want to talk about asset allocation. We want to know about your mom's dementia diagnosis, whether you feel guilty making more than your sister, if you're actually happy. Also maybe about your asset allocation.
No financial jargon unless you want it. No pretending this isn't emotional. No fake professional distance that makes you feel like you can't tell us the truth.
So many clients spend years telling themselves "no." We run the numbers and tell you the truth, so you don't have to stay guessing.
Three-way partnerships. Chosen family inheritance. Partners with no legal claim. Gender-affirming care costs. We've planned for it, and we're here for it.
We run the numbers with obsessive precision because the math has to work. But we also read the room, because money should give you permission to dream bigger and live brighter.
Financial Planning that brings order to your beautiful chaos and actually works for how you live.
Investment Management aligned with your values. (Yes, we have a Pride Portfolio*. Because why shouldn't your money reflect who you are?)
Tax Planning & Preparation designed to keep more money in your pocket.
Estate & Charitable Planning that protects who you love most
Equity Compensation Strategy that translates your RSUs, ISOs, and stock options from corporate gibberish into clear decisions.
Retirement Planning because you should live your best life on your terms (even when you’re old).
Insurance & Risk Management to cover your ass(ets) without making you feel like you're planning your funeral.
Whether you're looking for a gay financial advisor who's been there or you just want someone who sees your whole life and gets genuinely excited about helping you live it, we're here.
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*For select clients, Brio has partnered with unaffiliated independent advisory firm Ethic to offer Brio’s Pride strategy to achieve clients’ ESG goals. Brio relies on Ethic for our primary research and fund screenings and primarily uses their metrics when constructing the portfolio. More information about our process and the criteria used by Ethic to construct the strategy is available upon request. The total fees to be charged, as well as the billing cycle information, will be detailed in Ethic’s ADV Part 2A and separate advisory agreement, to be signed by the client. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio unless a client service agreement is in place.
