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The CFP® designation is the recognized standard of excellence for advisors providing competent and ethical personal financial planning, and is a requirement for all of our advisors to be listed on the advisor profile search.

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From the Blog

Featured Financial Blogger: Erin Lowry of Broke Millennial

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Erin of Broke Millennial

XY Planning Network is wrapping up our special feature on some of our favorite personal finance bloggers for Millennials. We enjoy these blogs for the stories they share and conversations they spark. This week, we chatted with Erin Lowry of Broke Millennial, to close our series. Erin is a no-nonsense member of Generation Y who is determined to educate […]

4 Tips for Setting Better Financial Goals

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Financial Goals

If you want to accomplish big things with your personal finances, you need to understand where you’re starting at and where you want to go. Identifying what you want to accomplish is the first step to creating an action plan and succeeding. In other words, setting financial goals is critical if you want to make […]