Financial guidance for LGBTQ+ clients
We’ve spent the past two decades building a prominent LGBTQ+ advisory practice that harmonizes with the modern world. We’re passionate about serving LGBTQ+ clients and their friends, families and allies. We serve and support not only our clients but also LGBTQ+ organizations.
Steven Schmitt played a major role in developing the ADPA™ certification (Accredited Domestic Partnership Advisor™) in a time when gay marriage was prohibited and same-sex couples had few if any rights to be legally bound. As an Accredited Domestic Partnership Advisor himself, Steven is well-versed in wealth transfers, federal taxation, retirement planning and planning for financial and medical end-of-life needs.
