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Check the background of
this investment professional

Values-Based

Investing

Financial
Guidance

Rooted in

Queer Wisdom

As seen in:

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Executive woman of color on the phone at her desk

Can I finally get my finances in order?

How We Support You

ORGANIZATION

Finally know what you
have and where to find it.

INVESTMENTS

Professional portfolio management that fits your values.

SUPPORT

Strategic, logistical, and human support every step of the way.

IMPLEMENTATION

Turbo-charge your follow-through on crucial tasks.

EDUCATION

Build financial knowledge and come to understand your money.

ALLYSHIP

Pursue your dreams with a financial professional on your side.

The Team

Landon Tan (He/Him)
Certified Financial Planner™

Landon Tan, queer financial planner

Founder & Planning Lead

Gabe Traub (He/Him)

Gabe Traub, trans financial planning assistant

Financial Planning Assistant

Musings

Market Commentary for Anxious Queers

Market Commentary for Anxious Queers

The bombshell tariff announcement last Wednesday sent U.S. markets plunging over -10% and international markets down -8% in the largest drop

Four Paradigms of Joint Finances

Four Paradigms of Joint Finances

Four starkly different attitudes to shared finances underpin interactions in all life partnerships.

The Willingness to Withhold: Tithing Part II

The Willingness to Withhold: Tithing Part II

In a little village in Myanmar, monks in maroon robes walk down the street with bowls in hand to gather alms.

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