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Brio Financial named to InvestmentNews’ 2020 Excellence in Diversity and Inclusion Awards
San Francisco, CA – August 31, 2020 – InvestmentNews has recognized Brio Financial as a 2020 Excellence in Diversity and Inclusion Awards finalist. Brio Financial, along with 14 other firms, were chosen from over 120 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from diverse backgrounds to join, flourish and bring their true selves to work in the financial services industry.
InvestmentNews is proud to introduce the third annual Excellence in Diversity and Inclusion recognition program. It aims to tell the story of individuals and firms using their success, leadership skills, and willingness to implement and advocate for diversity and inclusion within the financial advisory industry.
“The initiatives highlighted by these honored firms serve as examples of what businesses within the financial advice industry should be striving for when it comes to creating a diverse and inclusive culture,” said Liz Skinner, special projects editor of InvestmentNews.
Brio Financial along with the other firms and individuals making the third annual Excellence in Diversity and Inclusion list, is highlighted in the August 31st issue of InvestmentNews and online at DandIIN.com.
To learn more about Brio Financial and the other 2020 winners and finalists, please visit DandIIN.com for more information.
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.
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About Brio Financial
Inclusivity and diversity have been woven into Brio Financial Group’s DNA from the start in 1999, as two of its three founding partners were gay. The firm became experts in LGBTQ financial and tax planning before same-sex marriage became legal. “We figured out how to work in the system that wasn’t built with us in mind,” said Brandon Miller, the only co-founder who is still with the firm. The San Francisco-based RIA has many clients — gay and not gay — who choose not to marry and need assistance to make estate planning work. Miller estimates about 80% of the firm’s clients are nontraditional, including those who are divorced, single, blending families, etc. “They come to us because they know we’ve dealt with this kind of stuff before,” he said. “We understand the high level of trust that it takes for someone to openly discuss unusual needs, such as a sex-change operation.”
Brio Financial is located in San Francisco, CA. Contact Jake Zalewski at firstname.lastname@example.org to learn more about Brio’s diversity and inclusion initiatives.