Dedicated to LGBTQ+ Financial Growth

Why Choose Identiti Financial?

We understand the unique financial challenges and opportunities facing the LGBTQ+ community.

LGBTQ+ focused, deep understanding of community specific financial needs. From chosen family planning, to transition related expenses
local knowledge of NYC unique financial landscape, housing market and tax implications
Safe space for authentic financial planning. Financial Planning for Gay Men.

Comprehensive Financial Services

Wealth Management
Insurance Review
Tax Strategy
Investment Management
HIV-Informed Planning
Estate Planning
Financial Planning Services

Financial Planning with Pride

Josh and Matt from Identiti Financial
At Identiti Financial, we believe everyone deserves financial security and the freedom to live authentically. As certified financial planners with deep ties to the LGBTQ+ community in New York City, we understand the unique challenges we face. From navigating workplace discrimination and planning for chosen families, to transition-related expenses and retirement planning without traditional family support structures – we're here to help you build wealth and security on your terms. Let's work together to create a financial plan that celebrates who you are and supports the life you want to live.

Take control of your financial future:
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