Treece Fi | Treece Financial Group Inc.

About Us

David Treece is an Accredited Investment Fiduciary®, and follows a fiduciary process that includes the duties of utmost care, integrity, honesty, full disclosure, loyalty, and good faith.

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.

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.

Our La Vida Pride™ LGBTQ+ support initiative offers courses, resources, and support to help you continue living and aging out loud, proud, and prepared!

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, pensions, and insurance beneficiary benefits in partnership with LGBTQ-identified and -allied referral partners.