We empower you to take pride in your money

 

Real-world problems and mistrust of the historically conservative financial industry adds financial stress. This prevents many LGBTQ+ individuals from getting the right services in financial planning, insurance planning, retirement planning, estate planning, and investment services they need to create a secure financial future.  

As an LGBTQ financial advisor, I take pride in embracing my LGBTQ+ identity. I have been providing advocacy-oriented services to the gay and lesbian community in South Florida for over 30 years.

At Treece Financial Group, we've created a diverse team. We are dedicated to ensuring every client who visits our office feels welcome, valued, and comfortable.

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About David
Our Values

 

 

We are trusted advisors that respect your unique concerns

 

There are many unique and personal financial planning factors that need to be understood, respected, and factored into every financial planning discussion. 

Many in the LGBTQIA+ community have had first hand experience in confronting conservative biases or dismissive attitudes within the financial services industry or when interacting with attorneys, insurance companies, or healthcare professionals. In fact, 55% of LGBTQ+ Americans face financial discrimination.

As a gay financial advisor, David Treece has proven experience in: 

  • Helping other gay and lesbian individuals, couples, and families successfully plan for long-term financial security. 
  • Partnering with allied resources (attorneys, aging experts, caregivers, etc.) who provide welcoming and inclusive services. 
  • Advocating in your best interest to overcome difficult financial planning or healthcare challenges. 
  • Having similar values to understand your needs and concerns.

Team Treece focuses on helping LGBTQ+ folks as they age—especially those who are isolated, alone, and without a strong support network. We manage their complex financial and healthcare needs in a holistic, team-centric approach. Having a trusted advocate can make a life-changing difference when changes in career, health, relationship, or living situations occur.

We resolve difficult family estate situations, caregiving and housing discrimination issues, and challenges with Social Security survivor, pension, and insurance beneficiary benefits in partnership with LGBTQ-identified and -allied referral partners. 

Creating a safe space at the intersection of gender identity and financial planning

 

At TreeceFi, we proudly say transgender. And gay. And bi. And queer. And straight. And questioning. And … wait, what? It's not enough to say, “I treat everybody the same” because everyone is NOT the same. We deliberately speak and embrace these identities because they demonstrate inclusion and respect for a community that has long faced discrimination—a community that includes people of all ethnicities, races, religions, genders and orientations. “T” also means being trustworthy to transgender people 

The financial services industry is oftentimes perceived as conservative and not welcoming. Out of the 372,000 personal financial advisors operating within the United States, 76.8% are white and 69.2% are male. With the historic lack of diversity in the field (although strides are being made to increase DEI within it), it is understandable that LGBTQ+ individuals may feel disrespected, defensive, or ostracized when working with financial professionals to make plans for their financial security. For a financial advisor to do the best job possible, a foundation of honesty and a high comfort level needs to be developed between the client and advisor. How is this client going to be treated and respected? Are they going to be reticent to come out and talk about their family, their life situation? What if they're HIV positive? Personal discussions like this take a lot of trust.

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