Equalis Financial

Financial ServicesCalifornia, United States2-10 Employees

Equalis Financial is an independent, fee-only financial services firm with offices in Los Angeles, California and Portland, Oregon. It provides financial planning, business management, and investment management services designed to help clients achieve financial stability in a market that can be volatile for creative careers. The firm targets thoughtful, ambitious professionals, placing a special emphasis on LGBTQ+ creatives in the entertainment industry and on serving underserved segments of the market.

Founded by a member of the LGBTQ+ community, Equalis frames its work as bridging planning with creative careers to balance the financial playing field. The firm operates as a small, regional practice with locations in Los Angeles and Portland, delivering personalized financial planning, business management, and investment management services to its niche client base.

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