Matthew Beck

Brio Financial Group

Financial Planning · San Francisco · Member since 2026

About

Brio Financial Group is an inclusive financial planning firm in San Francisco with more than 25 years in business. Its LGBTQ specialists handle complex and unconventional situations, offering financial planning, investment management (including a values-aligned Pride Portfolio), tax planning, estate and retirement planning, and equity compensation strategy. Clients don't need to be LGBTQ or have complicated finances to work with Brio.

How to refer me

Ideal client: Individuals, couples and families with non-traditional or complex situations, tech employees with stock compensation, and anyone wanting a values-aligned plan.
Listen for: Someone with RSUs or stock options, a couple planning for retirement, a family with an unconventional structure, or "I don't know if I'm saving enough".
Service area: Bay Area

Financial planning
Investment management
Tax planning & preparation
Retirement planning
Estate & charitable planning
Equity compensation (RSUs & options)
Insurance & risk management