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Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.
Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.
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Leo Nunez, CFP® is the co-founder of Everest Financial Advisors, LLC in Cooper City. Leo specializes in financial planning and investment management for government and public sector employees. He assists clients in growing their wealth and understanding the nuances of their defined benefit pension plans. Leo is active among the defined benefit community and holds the designation of Certified Public Pension Trustee.
I founded Think Different Financial Planning to help people in tech manage their money.
During my wealth management career, I’ve developed an expertise specific to the finances of Silicon Valley employees who work at publicly-traded technology companies. I started my own firm to provide that specialized knowledge for a transparent and flat fee.
I primarily work with sales professionals looking for ongoing financial planning surrounding their commission structure, company benefits, and understanding their stock options. Provided with monthly consultations, I help sales reps stay accountable for their progress over time and monitor any adjustments along the way. You worked hard for your hard-earned dollars. Now make them work even harder for you.
As a fee-only CERTIFIED FINANCIAL PLANNER™ with a decade of experience in the financial planning industry, Julie Ford has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from young professionals building wealth to parents of college-bound children, as they navigate the many transitional seasons that occur during these years of building a family.
Agile financial planning for geeks & those who love them.
I work with individuals, couples, and families to create confidence and peace of mind in their financial lives through strategic planning. I consider it both a privilege and rare opportunity to know my clients on such a personal level—and witness as they live out their deepest values and aspirations.
My expertise is in equity compensation: how to take it, reduce taxable implications and diversify from the concentrated position tax-efficiently.
Nancy has over 20 years of experience in the financial services industry. Her education has been focused exclusively on finance demonstrating her deep knowledge, skills and commitment to the financial planning profession. She has helped hundreds of individuals, families and small businesses create strategic roadmaps leading to personal and professional success. Her practice focuses on educating women about financial management, so they can make informed decisions concerning their families, careers, security and personal well-being.
Phil is the Founder and Principal of Servant Capital Advisors (SCA), a fee-only, independent, registered investment adviser based in Carmel, Indiana. SCA offers financial planning and investment management services to high net worth families and young high-earning professionals. We have a differentiated approach: we charge a flat fee for financial planning and investment advice with a focus on charitable giving.
Andrew McFadden, CFP®, loves to help people pursue a better lifestyle through intelligent financial decision-making. Leveraging years of experience as a stock analyst for a global equity research firm, Andrew founded Panoramic Financial Advice with a focus on comprehensive financial planning. He helps his clients maximize their financial potential, while keeping their family, values, and faith at the center of each recommendation.
Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate and in 2021 and 2019 was listed as a TOP Wealth Adviser by WASHINGTONIAN magazine.
Jason is a Chartered SRI Counselor™ and a Certified Private Wealth Advisor® professional and is the author of JOY of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.
As a new parent and a person who is passionate about pouring into the next generation, I help young families and young professionals take care of the financial aspects of their lives so that they can enjoy everything else and still feel excited, secure, and in control of their finances.
I am personally passionate about effective and collaborative financial planning. After my wife and I saved for and ultimately took a 21-month trip around the world, I realized that financial planning was my calling. When it comes down to it, my career today is about helping others realize their own goals—retirement, travel, education, lifestyle, etc.—and that’s just what I do every day at Passport Wealth Management.
The advisor profiles made available through this find-an-advisor directory (the “Directory”) may be considered to be an endorsement of such advisors as the term “endorsement” is defined in Rule 206(4)-1 of the Investment Advisers Act of 1940 (the “Marketing Rule”). XY Planning Network LLC (“XYPN”) is not a current client of any advisors appearing in the Directory.
The existence and content of an advisor profile is not based on the actual experience of XYPN or any client with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Advisors appearing in the Directory each pay an annual membership fee to XYPN, which is in consideration of a variety of services and benefits provided by XYPN to its advisor members – including the ability to be listed in the Directory. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation.
XYPN encourages prospective clients of advisors listed in the Directory to independently evaluate such advisors based on additional criteria deemed appropriate.