Tax-smart financial planning for LGBTQ+ professionals & retirees.
We help LGBTQ+ individuals and couples with $1M+ minimize taxes, make smarter investment decisions, and build a retirement plan designed to get the most out of life with your money.
You’ve spent a lifetime building your wealth. Let’s put it to work.
We help you transition from saving to spending, without the guesswork. That means a retirement paycheck that holds up whether you're single, partnered, married, or building a plan around a family that doesn't look like the one your parents had. You've already done the hard part. Now let's make sure the money works as hard as you did.
You make great money and save a chunk every month, but do you have a real plan?
High earnings don't always equal high clarity, especially when your plan wasn't built with your life in mind. We help high-achieving LGBTQ+ professionals navigate equity & executive compensation, Traditional vs. Roth savings decisions, and tax-loss harvesting so you can maximize your return on your time.
You've saved $1 million+, or earn $250K+ annually, and you've got questions like:
What We Do
Retirement Planning
Defining your retirement timeframe and determining how much you can safely spend from your nest egg (or how much you need to save to get there) is the core of what we do. A goal without a plan is just a dream.
Investment Management
We're not stock pickers or fans of unnecessary complexity. We keep it simple with evidence-based, low-cost, & diversified portfolios designed with your desired outcomes in mind.
Tax Planning & Filing
Most advisors won't even discuss taxes with you. We incorporate them in every component of your plan, file your taxes in-house and build a strategy to minimize them over your lifetime.
Estate Planning
Ensuring your assets are distributed according to your wishes after you pass or become incapacitated is often overlooked. We will regularly review wills, power of attorney, trusts and other important documents, and facilitate the creation or update of them.
Insurance Review
While we do not sell insurance, we will review your current policies and may recommend coverage where appropriate. Life, health (including Medicare), disability, home, auto, & umbrella insurance can all prevent catastrophe from derailing your financial plan.
Cashflow Planning
Whether you are still working, transitioning to, or in retirement, we will breakdown your inflows and outflows to look for better ways to allocate your dollars. This includes the order in which you should save in (and withdraw from) retirement accounts, pay down debts, and plan for changes in income & expenses.
Partner & Wealth Advisor
A bit about me
I started my career in financial services in 2008 (great timing, right?) and have held various positions in the industry, from delivering personalized financial advice, to trading, to compliance. I learned quickly that my favorite was working with everyday people, where I can make a true impact in their financial lives.
However, working for a company always meant some sort of sales goal that made clients seem like just another number, which I didn't jive with. I do my best work when I truly get to know what makes people tick - the human side of financial planning, not just the numbers.
As a gay man, I always wanted to start a firm that catered to the LGBTQ+ community. We often have unique financial considerations like dual-income households, either no kids or planning for adoption/surrogacy expenses, age gaps, and more. Plus, real financial planning requires a deep understanding of your personal values, and that means providing a place where our community can let their guard down, knowing I'm on your side.
So, I started my firm to "spark" change in our community for the better. See what I did there?
Partner & Wealth Advisor
A bit about me
I spent the first 7 years of my career working as an advisor for one of the largest wealth management firms in the country. During my time there, I worked with thousands of people from all walks of life, and learned a ton about common financial concerns and challenges. While I enjoyed helping a large number of people plan for retirement and achieve other financial goals, I knew my skillset would be best focused on a smaller, select number of people.
At Spark, I can provide white-glove service by limiting the number of people I work with, while giving better financial advice and forming more meaningful relationships along the way.
Being part of an openly gay-owned business means I can start every new client relationship off on the right foot. Not needing to question the values of the person across from me is quite a liberating feeling, and I know my clients have felt the same from day one.
I'm a member of the following professional organizations:
CFP® Professional
XY Planning Network
Fee-Only Network
We might be a good fit if:
Client Testimonials
Our Process
Mutual Fit
A no-cost, no-obligation conversation to discuss what's on your mind. We'll address any concerns you may have and determine if our expertise is a match for your goals and financial situation.
Get Organized
We gather all relevant financial and family information through our secure online portal. Then, we'll have a 60-90min Zoom meeting to review it all together and define your specific goals and expectations.
Plan Presentation
This is the fun part! We present our recommendations with an easy-to-understand, 1-page financial plan. We'll include detailed action items and timeframes to help you open accounts and implement your strategy.
Progress & Updates
We meet twice per year to review your progress and adjust your plan based on life events. Between meetings, we monitor and rebalance your investments to keep you on track.
Frequently Asked Questions
