Christopher Street Financial (CSF) is a unique financial planning and wealth management firm based in New York City with clients nation-wide. Founded in 1981, Christopher Street Financial started as a dream and a commitment to provide a safe, equitable space for the gay, lesbian, and allied community to have access to professional, high-quality financial advice and investment services.
A lot has changed since the birth of Christopher Street, but one thing has not: our commitment to provide high-quality financial planning and investment services for the LGBTQ+ community and those who share our values. We now serve over 450 households and manage over $700 million in assets. And while we are still experts in the unique financial, tax and legal needs of unmarried couples, as time has gone by, we have seen a wider spectrum of people seeking out Christopher Street Financial to find a safe partner to explore their financial journeys.
Our mission is to build life-long client relationships. We design life plans and investment strategies that are designed to protect and build client wealth. Our team of professionals is committed to a goals-driven investment philosophy, disciplined... approach, and impact investing leadership. By trusting us with their wealth, clients are trusting us with their future and with their peace of mind.