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Text of the page (random words):
home brio financial group skip to main content menu 415 623 2450 hello briofg com my plan my accounts schwab access altruist access home about brio our team careers disclaimer in the news holistic financial planning resources brio blog financial calculators tax time faqs upcoming events previous event contact previous slide ︎ next slide ︎ how brio is different by design we re proudly unconventional take a team approach offer comprehensive guidance charge simply see what makes us different diversity matters in investing too do you have a smart balance of risk and return do your investments support your values are you on track for your goals we can answer all that and more for you discover our holistic planning approach want your future to be less taxing who doesn t want to pay the lowest tax allowable by law let us show you how strategic tax planning can help contact us engaging in unprotected investing insurance isn t just for safeguarding loved ones and property learn how it can be a smart financial tool contact us queen king of your castle discover a range of financial tips and tricks for running your own business and keeping it running contact us brio loves giving back it s our mission and a pleasure to donate to the lgbtq community and other great causes educate people about financial matters and connect with our clients at fun events see our event schedule financial planning for lives that don t fit the mold come for financial clarity stay for the partnership laughter truth telling and the joy of truly being seen let s get started what do you want the rest of your life to look like the financial industry forgot that money is never just money it s freedom and fear and possibility all tangled up together and nobody wanted to say that out loud so we built an inclusive firm where you can laugh and cry in the same meeting where your advisor knows your pronouns your partner s name your dog s birthday and exactly how much you need in your checking account to sleep at night we bring order to complexity and give ambitious expressive values driven humans like you permission to dream bigger and live brighter this is financial planning that feels like real life magical meaningful and completely yours we re not like other advisors we see you some of us are gay financial advisors some of us are straight financial advisors all of us know that life is messy beautiful and worth celebrating regardless of who you love how you define family or what your version of success looks like your money your story most advisors want to talk about asset allocation we want to know about your mom s dementia diagnosis whether you feel guilty making more than your sister if you re actually happy also maybe about your asset allocation 100 realness no financial jargon unless you want it no pretending this isn t emotional no fake professional distance that makes you feel like you can t tell us the truth you get permission to live so many clients spend years telling themselves no we run the numbers and tell you the truth so you don t have to stay guessing complexity is welcome here three way partnerships chosen family inheritance partners with no legal claim gender affirming care costs we ve planned for it and we re here for it let s make that money work we run the numbers with obsessive precision because the math has to work but we also read the room because money should give you permission to dream bigger and live brighter financial planning that brings order to your beautiful chaos and actually works for how you live investment management aligned with your values yes we have a pride portfolio because why shouldn t your money reflect who you are tax planning preparation designed to keep more money in your pocket estate charitable planning that protects who you love most equity compensation strategy that translates your rsus isos and stock options from corporate gibberish into clear decisions retirement planning because you should live your best life on your terms even when you re old insurance risk management to cover your ass ets without making you feel like you re planning your funeral explore our services you ve got the success part down now let s crystallize the vision whether you re looking for a gay financial advisor who s been there or you just want someone who sees your whole life and gets genuinely excited about helping you live it we re here book your complimentary make it happen meeting for select clients brio has partnered with unaffiliated independent advisory firm ethic to offer brio s pride strategy to achieve clients esg goals brio relies on ethic for our primary research and fund screenings and primarily uses their metrics when constructing the portfolio more information about our process and the criteria used by ethic to construct the strategy is available upon request the total fees to be charged as well as the billing cycle information will be detailed in ethic s adv part 2a and separate advisory agreement to be signed by the client brio does not provide legal or tax advice and nothing contained in these materials should be taken as legal or tax advice advisory services are only offered to clients or prospective clients where brio and its representatives are properly licensed or exempt from licensure no advice may be rendered by brio unless a client service agreement is in place read our client relationship summary here about us as lgbtq specialists we excel at complex and unconventional financial situations though you don t have to be gay or complicated to be accepted here for over 25 years we ve been having fun and making friends with our fiercely loyal clients while helping them win at life we look forward to welcoming you to the family contact 19 sutter street san francisco ca 94104 hello briofg com 415 623 2450 833 623 2450 415 392 0967 menu home about brio holistic financial planning resources upcoming events contact us 2026 brio financial group all rights reserved