It’s more than what we do. It’s who we are.
Equalis Financial
Financial Life Planning / Responsible Investment Management
We help you stay in your right brain by acting as a stand-in for your left brain.
Financial stability isn’t something you hope for; it’s something you plan for. As a creative working in a volatile industry, having the right financial plan is essential. It can act as a strong anchor in financially uncertain times, but only if the plan is uniquely built for you. At Equalis Financial, we’re here to help.
Meet Leighann Miko, CFP® (she/her)
Los Angeles & Portland Based LGBTQ+ Financial Planner
I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. I’m here to change that. Like my company name suggests, I founded Equalis Financial to serve historically excluded communities like LGBTQ+ corporate creatives and other thoughtfully ambitious progressives. My “why” is to help others create the financially secure life I never thought I’d have after growing up in a financially volatile environment.
How Equalis Can Help
Financial Planning
Just as Rome wasn’t built in a day, a great financial plan won’t be either. Together, we’ll create and adjust your financial plan to fit your specific needs.
Investment Management
We’re known for providing socially conscious impact investing strategies, helping our clients put their money behind social causes they believe in.
Business Management
From tax planning to payroll to bookkeeping, we’ll cover the day-to-day operations of your business so you can get back to the creative work you love to do.
We believe in
Human-Centered Financial Planning
Other planners address your finances first, but that’s not how we do things. Instead, we devote time to understand your vision before advising on your finances. It’s time for the financial planning process to focus more on you than your money.
What Sets Us Apart
from other Los Angeles Financial Planners
Our queer Identity
Equalis was founded by a member of the LGBTQ+ community who is all too familiar with volatile financial environments. Your needs will be attended to with compassion and without judgement.
Impartial
Everyone deserves access to financial advice regardless of their sexual orientation, gender, or marital status. Equality isn’t just in our name but is our founding principle.
Fee-Only
This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you.
Technology
We are location independent, meaning we use web-based technology that allows us to work as a virtual advisor and assist you no matter your physical location. We’re here to help you anytime, anywhere.
Fiduciary
We are proud to be an independent financial planning firm, meaning that it is our fiduciary duty to do what’s best for you. This requires us to always put your interests ahead of our own.
Advocacy
We are a voice for our clients and community. Our mission is to ensure every action we take and every dollar we spend positively impacts as many people as possible.