Brio Financial Group

At Brio, financial planning feels like sitting with someone who truly gets you. Someone who sees your chosen family as family and knows your version of success doesn’t have to look like anyone else’s. That's Brio: bold care, real connection, and a blend of creativity + financial rigor that turns possibility into a plan. We’re here for leaders, creators, caregivers, partners, parents, and the LGBTQ+ community who want an authentic & intentional financial life. As fiduciary advisors & CFP® professionals, we bring deep knowledge in equity compensation, tax strategy, estate planning, and values-aligned investing, plus the lived experience to understand that financial lives are rarely one-size-fits-all. Based in San Francisco, we proudly serve clients nationwide, we're building a community where all are welcome, always. Ready to make something happen? Visit our website to book your complimentary Make It Happen Meeting. Brio Consultants, LLC is a Registered Investment Adviser. This brochure is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Brio Consultants, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Brio Consultants, LLC unless a client service agreement is in place. Brio Consultants, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Brio Consultants, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.