Finding the Right LGBTQ+ Informed Advisor

For individuals in the LGBTQ+ community, financial planning can involve unique considerations—such as family planning, healthcare needs, estate planning, and navigating legal protections. Working with a financial advisor who is LGBTQ+ informed ensures your needs are understood and addressed with sensitivity and expertise.
The National Association of Personal Financial Advisors (NAPFA) offers a free Find an Advisor tool to connect you with fee-only, fiduciary planners who align with your values and understand your circumstances.

How to Use NAPFA’s “Find an Advisor” Tool:

1. Go to the NAPFA Website Visit www.napfa.org and click Find an Advisor in the top navigation, or go directly to napfa.org/find-an-advisor.
2. Enter Your Location Search by ZIP code, city, or state, and adjust the radius if you want nearby results.
3. Use Advanced Filters Select the filter symbol that looks like a funnel to filter by Client Markets Served. Look for the term LGBT Couples and Families.
4. Review Advisor Profiles Click a name to read the full profile. Look for inclusive language, mention of LGBTQ+ specific topics, or relevant professional memberships.
5. Connect and Ask Questions Schedule consultations with a few advisors. Ask about their experience with LGBTQ+ clients and how they stay informed on related legal and financial issues.

Additional Tips:

NAPFA advisors are Certified Financial Planners (CFP®) and emphasize fiduciary duty—this means they are required to act in your best interest. By using NAPFA’s tool and asking the right questions, you can find a financial partner who supports your goals and understands the financial nuances of the LGBTQ+ experience.