LGBTQ+ Individuals & Families

Your Life. Your Values. Your Plan.

We understand that your financial goals are deeply personal—and so is the path you’ve taken to get here. At Johanson & Yau, we serve LGBTQ+ individuals and families with a team that listens first, plans collaboratively, and always respects your story. Whether you're growing your family, planning for retirement, or protecting your legacy, we offer personalized, tax-intelligent strategies built for you—not a template.

Questions You Might Be Asking

Our team provides inclusive, affirming financial planning that considers your whole life—not just your finances. We combine deep technical expertise with a human-first mindset, offering integrated planning, investment management, and tax strategy all under one roof. No assumptions, no judgment—just clarity and confidence. We help you find answers to questions like:

How can I plan for my partner or chosen family?
Are there tax strategies specific to same-sex couples or unmarried partners?
What’s the best way to protect my assets and legacy?
Can we afford to adopt, co-parent, or grow our family?
How should we title property and manage shared finances?
What’s the best way to handle inheritance and healthcare decisions?
How do I find an advisor who understands my life and values?

Common Goals We Help You Pursue

Protect partners and assets
Plan for growing a family
Build long-term wealth
Navigate healthcare decisions
Align legacy with values
Access LGBTQ+-friendly guidance

Integrating Your Wealth Picture

Investment Management

Wealth Management

College Planning

Retirement Planning

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Your future, your way. Let’s plan for it together. 

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Who We Serve

From tech professionals to business owners, discover the people we help and the problems we solve.

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Our Approach

Our approach is personal, practical, and built around your life—not just your assets.

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Wealth Services

Get to know our approach to financial planning, investment management, and equity compensation strategies.

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