Analyzing Your Financial Landscape: A Comprehensive Assessment

Your Financial Journey with Peter

With over a decade of experience passionately supporting the LGBTQ community in the vibrant state of Ohio, my mission is not just about financial planning; it's about celebrating your unique journey.

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Thoughtful business woman checking financial data on digital tablet.

Javier

Entrepreneur Extraordinaire

Learn From The Best

Peter's financial expertise has been a game-changer for my business. His understanding of LGBTQ+ nuances and tailored strategies make navigating entrepreneurship as a gay business owner a confident and successful journey.

Your Financial Roadmap: Personalized and Proactive

In conclusion, as your LGBTQ-friendly financial advisor, I bring a wealth of experience, a commitment to your unique needs, and a passion for helping you achieve your financial goals.

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  • Financial Planing
  • Tax Consulting
  • Investment Advisor
  • Insurance Tax
  • Risk Management
  • Online Investment
Meeting of financial managers

Impactful Rainbow Investing

Advocacy Beyond Finances: Navigating LGBTQ+ Legalities

From marriage equality to queer-specific financial considerations, I'll keep you informed and empowered in this ever-evolving landscape.

Financial Mastery

Guiding precise finances, investments, and retirement strategies for success..

Risk Resilience

Creating flair-filled insurance and risk strategies.

Impactful Investing

Exploring LGBTQ+ supportive and socially responsible options.

Crafting Your Personalized Financial Plan

What I do

Your financial well-being is too important to leave to chance. That's why I collaborate with specialists to bring a holistic perspective to your financial planning.

Equity Trading Ease

Seamless access to the dynamic stock market.

Tax Efficiency Tactics

Maximize returns through strategic and savvy tax planning.

Digital Wealth Access

Unleash the potential of digital wealth management, anytime, anywhere.

Risk Radiance

Crafting insurance and risk strategies that celebrate queer identity, providing robust financial protection with a touch of flair.

Family Fusion

Tailored planning for blended LGBTQ+ families, ensuring financial harmony that embraces diverse dynamics.

Empowerment Through Education

Educating and empowering LGBTQ+ individuals to take control of their financial futures through knowledge and strategic planning.

Start Your Journey

Your Financial Success is My Priority

Unified Financial Lives

Investing with Impact

Specializing in integrating the financial aspects of your life with your spouse or life partner, we create a harmonious approach to shared financial success. Together, we'll navigate the journey of financial unity.




TAILOR-Made for You

Witness the impact through success stories - portfolios exceeding expectations and financial dreams coming to life.

Results Tell the Story!

10

Years Experience

203

Porfolio's Served

873

Happy Clients

75

Countries

Top-notch Expertise!

Work Experience & Examinations

Selecting the right investment advisor for your foundation or nonprofit is a great responsibility. We believe you should partner with a fiduciary advisor you can trust to nurture assets and donor gifts.

  • 2008

    MORGAN STANLEY & CO. INCORPORATED

  • 2010

    MORGAN STANLEY SMITH BARNEY

  • 2019 - 2016

    DEUTSCHE BANK SECURITIES INC

  • 2016 - 2021

    RAYMOND JAMES & ASSOCIATES INC

  • 2022 - 2024

    J.P. MORGAN SECURITIES LLC

Two business partners discussing financial reports together in modern workplace.

What Our Client Say's

They Really Trust Our Services

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As a queer couple navigating the world of parenthood, we were in search of a financial advisor who could help us plan for our growing family. Enter Peter, the LGBTQ-friendly financial guru. From discussing adoption costs to setting up a college fund, Peter's expertise and unwavering support have been a blessing.

Alex and Taylor

My Approach

Achieve Your Goals

Whether it be paying down debt or building up savings, we all have financial goals. If your goals seem impossible to reach, or if you don’t know where to start, financial coaching might be right for you!