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Financial Advisors specializing in

LGBT Financial Planning

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Why these advisors?
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AIF®, CFP®
McClellan Wealth Management
Birmingham, Alabama

Client advocates promoting the highest standards of ethics, education and professionalism.

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Introduction - Josh Slocum
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Why McClellan Wealth Management is Different - Josh Slocum

2 videos
79 views

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AIF®, CFP®, ChFC®
Synergy Financial Management, LLC
Seattle, WA

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Introduction - John Flavin
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Synergy Process - John Flavin

2 videos
210 views

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Heritage Wealth Management
Needham, MA

We work with a select group of individuals, families and businesses in the local area handling all of their financial affairs.

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Introduction - Vincent Serratore
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Our Investment Approach - Vincent Serratore
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Family Advisory Team - Vincent Serratore

3 videos
189 views

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CFP®, JD
Ifrah Financial Services, Inc.
Frisco, TX

“Your Dreams, Your Vision”

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Introduction - Ryan Fuchs
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Investment Management - Ryan Fuchs
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Background - Ryan Fuchs

3 videos
238 views

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MBA
L2 Advisors, LLC
Grand Rapids, MI

Find your position. Plot your course.

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Introduction - Keagan Rushmore
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Charitable Giving - Keagan Rushmore
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Tax Planning for Small Biz - Keagan Rushmore
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Roth IRA Conversions - Keagan Rushmore

4 videos
175 views

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