Query Capital is a queer-centered financial planning and sustainable investment team. We believe that everything is connected, and work to understand our clients’ lives, goals, learning styles, and values.
How will you best use your finite resources to show up to your life? We want to help you meet your answers with the strategic techniques to put plans into action.
The work we do is about believing in queer futures against the narrative that there is no tomorrow. So we are especially proud to support the life-affirming work of Visual AIDS bringing awareness to HIV/AIDS today.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
