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Why Now Is the Time to Find a Fabulous Gay Financial Advisor

By David Rae June 20, 2025 Forbes

Your financial advisor doesn’t need to share your identity or politics, but in 2025 especially, a gay advisor could better understand your unique experience — avoiding worldview blind spots in planning that might otherwise cost you. According to CFP Board’s Consumer Sentiment Survey — LGBTQ+ Financial Planning Pulse, same-sex married couples are over twice as likely to work with a financial planner, and nearly three quarters of LGBTQ+ investors express a preference for working with an advisor who identifies as LGBTQ+.

Read more at Forbes

Forbes
David Rae
June 20, 2025