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You pay for your life monthly, so why not pay your financial advisor monthly? Our financial advisors offer affordable monthly retainer services so you know you have a trusted professional looking out for you throughout the year.

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All of our financial advisors are fee-only, which means they don’t accept commissions, referral fees, or kickbacks of any kind. You can rest assured knowing that our advisors work in your best interest 100% of the time.

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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

What Should You Know Before Hiring a Financial Advisor?

Posted on
Hiring a Financial Advisor

Last week, XY Planning Network and a number of our member advisors co-hosted Experian’s weekly chat on Twitter. In case you missed this fun event, we’re recapping the highlights for you here. Today’s chat ft. a great panel of financial planners. Follow the convo on Twitter and YouTube at http://t.co/QQ1VerZ3yj #creditchat — Experian (@Experian_US) March […]

4 Ways to Travel for Less

Posted on
Travel for Less

Already planning your summer vacation for this year? If you’ve got a big travel bug but not a big travel budget, don’t get discouraged. There are many ways you can say money on travel and still enjoy your trip. Whether you’re on a strict budget or just looking to save a few dollars (to plan […]