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Big Energy. Bigger Heart. Zero BS.
Here's what you need to know about Brio Financial Group: We're gay, straight, and everything in-between financial planners who built this firm because we were tired of the traditional financial industry's corporate-speak and one-size-fits-all advice.
Estate planning templates assume legally recognized relationships. Investment advice pretends everyone has the same values and goals. Retirement planning doesn't account for the financial impact of coming out late or supporting aging parents.
And not every advisor welcomes the emotional stuff like we do. Like the anxiety about whether you're "allowed" to spend money on joy, or the complexity of building wealth while staying true to your values.
That's where we come in.
We understand the nuances that other advisors miss. We've structured estate plans for throuple relationships, navigated gender-affirming care financing, and helped protect unmarried partners who have zero legal claim but deserve everything.
- We're Not Performing Inclusivity—This Is Who We Are. We're a diverse, queer-owned firm. Our team includes LGBTQ+ advisors alongside straight allies, all committed to serving lives that don't always fit traditional molds.
- We Actually Coordinate Everything. We coordinate directly with your other professionals to make sure nothing falls through the cracks.
- We Tell You the Truth. If the math works and you can afford the thing, we'll give you permission to do it. If the math doesn't work, we'll tell you that too, and help you create a plan to get there.
- We Show Up for the Messy Stuff. Financial planning isn't just about the good times. It's about showing up when someone dies, when relationships end, when careers implode, when health crises happen.
The Humans Making This Happen
Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, tax strategists, investment advisors, and operations wizards who happen to be genuinely fun humans.
We care deeply about this work. We geek out over tax code changes and estate planning strategies. We celebrate when clients hit milestones. We show up when life gets hard. We're not your corporate, button-up, keep-it-professional-at-all-times advisors. We're your people.
The Brio Pride Portfolio
The Brio Pride Portfolio* is a socially responsible investment strategy designed to put your money where your values are.
It invests in companies with strong LGBTQ+ workplace policies, inclusive benefits, and demonstrated commitment to equality, while actively avoiding companies that fund anti-LGBTQ+ legislation or engage in discriminatory practices.
Now your portfolio can support LGBTQ+ equality while funding your most audacious life. That's what we call a win-win.
Learn more about the Brio Pride Portfolio and values-aligned investing
*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.
Common Questions About Working With Us
What does it cost to work with Brio?
We’re not shy about discussing our fees because we think our model is fair to everyone. Brio works on a monthly retainer basis—you pay a flat monthly fee for comprehensive financial planning plus a percentage of assets under management.
Because we don’t bill by the hour, you can feel free to ask for our guidance at any time. And we’re not transaction-based, so our advice is always objective and in your best interest.
Do I have to be LGBTQ+ to work with Brio?
Nope! We serve LGBTQ+ clients, chosen families, and diverse identities, but you don't have to fit any particular mold to work with us. If our honest, inclusive approach resonates with you, you're welcome here.
Are you fiduciaries?
Yes, always. We're legally and ethically required to act in your best interest, not ours. That's non-negotiable.
Can you work with me if I don't live in California?
Absolutely! While we're based in San Francisco, we work with clients across the United States. Everything works seamlessly via video call, and we're licensed to serve clients nationwide.
How do I know if we're a good fit?
Book a complimentary "Make It Happen" meeting. We'll talk about your situation, answer your questions, and figure out if we're your people. No pressure, no sales pitch, just a real conversation about whether this partnership makes sense.
Ready to Make It Happen?
You've got the success part down. Now let's crystallize the vision. We take the dreams, the anxiety, the "can I actually afford this" and turn it into a plan you can execute. Book Your Complimentary "Make It Happen" Meeting