Tailored Investment Planning Strategies for Married Couples and Domestic Partners
Over ten years ago, Wells Fargo Advisors was first in the Financial Services industry to provide our Financial Advisors with the opportunity to earn the Accredited Domestic Partnership AdvisorSM, or ADPA®, designation. We wanted to equip our Financial Advisors with a better understanding of the unique financial needs of domestic partners and extraordinary families while providing strategies for achieving their financial goals.
While the U.S. Supreme Court’s ruling, granted same-sex couples a constitutional right to marry, the absence of federal protections for LGBTQ individuals and their families could have the potential to impact a family’s financial well-being. That’s why we have Financial Advisors who are advocates for the community and dedicated to helping you navigate through periods of change and uncertainty-- while helping you tackle the specific challenges you face when it comes to building wealth and achieving your long-term financial goals.
The Financial Advisors who hold the Accredited Domestic Partnership AdvisorSM designation were trained on key issues affecting LGBTQ couples and domestic partners. They are dedicated to providing you tailored investment planning strategies designed to help you feel powerful – not powerless – when it comes to achieving your financial goals.
And, while the directory below is by no means an exhaustive list of Financial Advisors who are working with LGBTQ individuals and families, these FAs were pioneers in their own right--moving forward with intentional investment planning strategies for unmarried couples, domestic partners and families--achieving the Accredited Domestic Partnership designation prior to the passage of marriage equality.
Select a state below to connect with a Financial Advisor who holds the ADPA® designation and can assist you in navigating your unique financial journey.