Equalis Financial is an independent fee-only firm based in Los Angeles, California and Portland, Oregon specializing in financial planning, business management, and investment management services. We are here to balance the financial playing field.

Our mission is to empower and equip thoughtfully ambitious professionals, especially LGBTQ+ creatives who work in the entertainment industry. Since Equalis was founded by a member of the LGBTQ+ community, serving the underserved is at the heart of everything we do.

WE HELP YOU STAY IN YOUR RIGHT BRAIN BY ACTING AS A STAND-IN FOR YOUR LEFT BRAIN.

Financial stability isn’t something you hope for; it’s something you plan for. As a creative working in a volatile industry, having the right  financial plan is essential. It can act as a strong anchor in financially uncertain times, but only if the plan is uniquely built for you. At Equalis Financial, we’re here to help.

Equalis Financial

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