Palm Springs Office

777 E Tahquitz Canyon Way,

Suite 200-58
Palm Springs, CA 92262

Our Purpose Is to Build Your Financial Independence

The world of finance is often complicated. Analyzing and choosing your investment options can be a daunting process. Our financial advisor stands ready to assist you in navigating what can be turbulent waters.

First, we want to understand what is meaningful to you and your family, so that we are familiar with your needs, wants, and wishes. We realize that by taking this approach, we can determine the most suitable path to help guide you towards your short-and long-term wealth management goals as we guide you through all of your life transitions every step of the way.

Free Portfolio Risk Analysis


<strong>Professional Financial Advice for </strong><strong>Palm Springs</strong>

Professional Financial Advice for Palm Springs

Your success is our passion; we enjoy leading you and your family towards greater financial confidence. Ensuring your comfort now and throughout the future while also taking care of your loved ones is critical. We strive to develop a long-term, trusting relationship with you in which you don't hesitate to contact us with questions or concerns.

Maintaining your confidence in your family's financial independence is fundamental to our approach. With you, we create a strategy to help meet your present and future goals, explicitly tailored to your needs and desires. We understand your need for quality of life now and for your family after you are gone. With our estate planning and legacy planning services, we can assist you with planning for the future.

*There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal.

Financial Services

Our client-focused approach to financial planning allows for us to find the combination of solutions that addresses your needs and financial goals.  


Legacy and Estate Planning


Financial Planning for the Palm Springs LGBTQ+ Community

Financial Planning for the Palm Springs LGBTQ+ Community

The LGBTQ+ community can have different financial goals and needs than other clients.  Institutional obstacles and individual challenges often create financial pressure and stress.

You deserve to work with a financial planner who understands your specialized financial needs. 

Byron and his husband Len are active members of the Palm Springs community, so Byron has firsthand insights into the challenges and circumstances that are unique to the gay community's financial planning.

LPL Financial, Us, and the LGBTQ Community

LPL Financial, Us, and the LGBTQ Community

Whether you need a financial professional for assistance with estate planning, ethical investing, wealth management or retirement planning, Hancock Partners is here to help you create a personalized and thoughtful financial plan to reach your specific financial goals. 

LPL Financial has a strong committment to the LGBTQ+ community, and by partnering with them, we are confident that we are able to help you make a financial plan that addresses your specific needs.

Byron is affiliated with The Center, LAMBDA Legal, and Human Rights Campaign.

 Strategic Resources

Our Network

Jeremy Olen CFA®

Jeremy Olen CFA®

Managing Partner & Chief Investment Officer at Mariner Advisor Network

Amie Parker

Amie Parker

Account Operations Specialist

Frankie Consulo

Frankie Consulo

Research Coordinator, Mariner Advisor Network

Joel Gourdin

Joel Gourdin

Vice President, Portfolio Consulting & Analytics, Mariner Advisor Network

Questions? Our Experienced Team Can Help!

Thank you!