Jason Hoffman, CFP®, EA, ECA

If you've ever searched for a financial planner and wondered whether you'd have to explain your relationship, your family, or your life before getting real advice, you won't have to here. I'm Jason Hoffman, CFP®, EA, and I founded LGBTQ Wealth Planning to give LGBTQ+ individuals, couples, families, and allies expert financial planning from someone who already gets it.

One flat fee, never a percentage of your assets. Ongoing planning starts at $400/month for individuals and $500/month for couples, and investment management is included. I don't earn commissions or sell products, so my only incentive is giving you good advice. See services and pricing.

Who I help most

• Tech and high-growth professionals with RSUs, ISOs, NSOs, or ESPP shares who want a clear plan for vesting, exercising, selling, and taxes. How I plan for equity compensation
• People approaching an IPO, tender offer, or other liquidity event
• Couples and families buying a home, moving across state lines, or growing their family through adoption, surrogacy, or fertility treatment
• High earners whose income has grown faster than their financial plan

My background

I'm a CERTIFIED FINANCIAL PLANNER™ professional, an IRS Enrolled Agent, and an Equity Compensation Associate. In nearly a decade in financial services, I've advised more than 1,000 people on equity compensation, taxes, and planning. Because I'm also a tax professional, tax strategy is built into every recommendation, not bolted on afterward. See what's in a financial plan.

You work directly with me, not a rotating team. I'm based in Texas and meet with clients virtually nationwide.

Learn more about me or schedule a free intro call to see if we're a good fit.