LGBTQ+ Financial Advisors in Austin, Checked With FINRA and the SEC

Of the Austin financial advisors we found, Leah Coleman at Orchard Financial Group says the most about LGBTQ+ clients. Her fee-only firm lists guidance for “LGBTQ+ individuals and families,” and she writes about coming out later in life herself. Chase Kincannon at Cardinal Financial Partners is a former board chair of the Austin LGBT Chamber of Commerce. Caleb Parsons at Edward Jones is a Chamber member.

We looked up all three on FINRA BrokerCheck and the SEC’s Investment Adviser Public Disclosure site on October 13, 2026. All three are registered, and none has a disclosure on record. This page isn’t financial advice. Our How We Choose page explains the method.

The Short List

Advisor	Firm	How they’re paid, as stated
Leah Coleman	Orchard Financial Group	Fee-only, no commissions
Chase Kincannon	Cardinal Financial Partners, with LPL Financial	Broker and advisor through LPL
Caleb Parsons	Edward Jones	Broker and advisor through Edward Jones

Advisors Who Name LGBTQ+ Clients

Leah Coleman

Orchard Financial Group calls itself “a fee-only financial advisor” with “thoughtful guidance for LGBTQ+ individuals and families, women in transition, and people who want clear, values-based money decisions.” Leah writes on the site that she has been through divorce, coming out later in life, and single parenting herself. Its Austin LGBT Chamber listing says the firm is fiduciary, is “never paid a commission of any kind,” and lists LGBTQ couples and families among its services, along with equity compensation reviews.

• Registration: investment adviser representative with Orchard Financial since February 2019, in the industry since 2012, no disclosures (CRD 5872877). Checked October 2026
• Where: 98 San Jacinto Blvd, Suite 400, Austin 78701. (512) 655-3444
• Book: schedule a fit conversation

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Advisors Connected to the Austin LGBT Chamber

Chamber membership is something a business signs up for. It doesn’t tell you how an advisor works with LGBTQ+ clients, so ask.

Chase Kincannon

Chase Kincannon’s bio says he is “a former Board Chair of the Austin LGBT Chamber of Commerce, and is a cofounder of the Texas LGBT Chambers of Commerce.” He founded Cardinal Financial Partners in 2024 after 18 years in the industry and lists the CFP, ChFC, and CLU designations. Securities and advisory services go through LPL Financial.

• Registration: registered broker and investment adviser representative with LPL Financial in Austin, in the industry since 2007, no disclosures (CRD 5266137). Checked October 2026
• Phone: (512) 316-3163
• More: Chase Kincannon at Cardinal Financial Partners

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Caleb Parsons

Caleb Parsons is an Edward Jones financial advisor listed in the Chamber’s Financial Advisors/Planners category. His Chamber listing doesn’t say anything about LGBTQ+ clients.

• Registration: registered broker and investment adviser representative with Edward Jones in Austin, no disclosures (CRD 7047174). Checked October 2026
• Phone: 512-467-4070
• More: Caleb Parsons’s Chamber listing

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Banks and Credit Unions

Several banks and credit unions belong to the Austin LGBT Chamber. They’re listed in the Chamber’s Finance & Insurance directory. Membership doesn’t describe their services, and we didn’t review each bank’s own site, so we haven’t listed them one by one.

Before You Hire an Advisor

• Check the record yourself. Search the name on FINRA BrokerCheck and the SEC’s Investment Adviser Public Disclosure site. Both show registrations, employment history, and any disclosures, such as customer complaints or regulatory actions
• Ask how they’re paid: a flat or hourly fee, a percentage of assets, or commissions on products
• Ask whether they are a fiduciary for all the advice they give you
• Ask about your situation by name: an unmarried partner, a name change, adoption or surrogacy costs, or a household that doesn’t fit the forms

If you’re buying a home, our list of Austin realtors who say they’re LGBTQ+ has license checks too.

What We Couldn’t Check

We didn’t hire any of these advisors. We didn’t verify CFP certification with the CFP Board, so the designations here are as each advisor lists them. Chase Kincannon and Caleb Parsons don’t say anything about their own identity, and we don’t assume it. The old version of this page had general advice on taxes, Social Security, and banks with no sources. We cut it.

Last checked: October 2026. Registrations from FINRA BrokerCheck and the SEC’s Investment Adviser Public Disclosure site, practice details from each advisor’s own site and the Austin LGBT Chamber of Commerce directory, all read October 13, 2026. See a mistake? Use our contact page.