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Financial advisors with XY Planning Network are fee-only and do not earn commissions.

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Our advisors are focused on providing financial planning services — not on selling unnecessary products.

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We believe everyone deserves professional financial advice, regardless of age or assets.

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Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.

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Jason J. Howell, CFP®

Jason Howell Company

Vienna, VA

Client Specialties: Business Executives, Gen X, Offers Free Assistance to Furloughed Government Workers, Politicians

Quick Bio:

Jason J. Howell, CFP® is a former U.S. Congressional candidate focused on serving the families of fellow business and community leaders.

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Ron Strobel, CFP®

Retire Sensibly LLC

Nampa, ID

Client Specialties: Family Financial Planning, Gen X, Investment Planning & Management, Single Women

Quick Bio:

The most rewarding part of my job is when I see a client’s face suddenly light up after they realize there’s a solution to their financial concerns. That’s why I started this business.

I love building strong relationships and friendships with my clients, working as a team to solve problems, and breaking down complex financial matters into simple to-do lists.

I’m an outdoorsman, a Rotarian, a foodie, and I love living the Idaho lifestyle.

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Mike Caligiuri, CFP®, EA

Caligiuri Financial

Grandview Heights, OH

Client Specialties: Gen Y/Millennials, Medical Professionals, Retirement Planning

Quick Bio:

Mike started Caligiuri Financial and joined the XY Planning Network to help people become financially independent. Financial independence allows people to do three beautiful things: Whatever they want to do, whenever they want to do it, with whomever they want to do it with.

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Tony Chan, CFP®, EA

Crossroads Planning, LLC

Orange, CA

Client Specialties: Entrepreneurs, Gen X, Military & Veterans

Quick Bio:

Chan is an Orange, California Fee-Only Financial Adviser serving the city of Orange, Fullerton, Irvine, Huntington Beach and the entire region. Crossroads Planning, LLC specializes in providing objective financial Planning to help client build, manage, grow, and protect their assets through various life transitions. Tony T. Chan is an IRS Enrolled Agent, NAPFA Registered Financial Adviser, and Certified Financial Planner™ Professional.

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Rick Spillane, CFP®, CPA

Spillane Financial Planning, Inc.

North Redding, MA

Client Specialties: Business Owners, Entrepreneurs, Gen X, Technology Professionals

Quick Bio:

I focus on helping Gen Xers regain control over their finances so they can live a better life. This is a collaborative relationship where I provide guidance, analysis and education, you provide information about your finances, what’s important to you and what you want to accomplish, and together we figure out how to get you on the path to financial freedom. I will use my knowledge, experience, and insight to help you live the life you want.

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Josh Bennett, CFP®

Vincere Wealth Management

San Francisco, CA

Client Specialties: College Planning, Gen Y/Millennials, Newly Engaged, Technology Professionals

Quick Bio:

Hi, I’m Josh. I am the founder of Vincere Wealth Management and a passionate personal finance nerd. In Latin, Vincere means to win or to conquer. It’s my mission to help young professionals and young couples conquer their finances and grow their wealth. I look forward to connecting with you!

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Megan Donnelly, CFP®, ChFC, RICP, MBA

Quabbin Advisors

Wilbraham, MA

Client Specialties: Established Professionals, Gen X, Offers Free Assistance to Furloughed Government Workers, Personal Growth & Development, Women Professionals

Quick Bio:

I am the founder of Quabbin Advisors, a fee-only company that is registered in the states of Pennsylvania and Massachusetts. My goal is to provide quality, independent financial advice at a fair price.

I have spent the past twenty years in the financial services industry and have built up a wealth of experience through different market cycles. Before that, I was a coach, and I bring that coaching mindset to every client engagement.

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Adam Day, CFP®, RICP®

Wealthquest Corp.

Cincinnati, OH

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen X, Investment Planning & Management, Retirement Planning

Quick Bio:

I am a CFP® professional with over a decade of industry experience. With my firm, we provide truly comprehensive financial planning by bringing together investment management, tax preparation and estate planning services together – all under one roof and for one simple fee.

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Patrick Logue, CFP®

Prudent Financial Planning LLC.

Ave Maria, FL

Client Specialties: Attorneys, Dentists, Endurance Athletes, Offers Free Assistance to Furloughed Government Workers, Student Loan Debt

Quick Bio:

I started Prudent Financial Planning to help families like mine: Gen X families who are trying to save for their kids’s college while saving for Retirement. Some of them are still paying off their own college loans. I have successfully passed the CFP® exam, Series 7 exam and my state Insurance Exam. On top of that, I took the Capstone College Planning Courses and I host FREE College Planning Seminars at local high schools. Let me put my 25 years of experience in Financial Services to help you take control of your finances.

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Vera Kelsey-Watts, CFP®

Peace of Money

Newburyport, MA

Client Specialties: Gen Y/Millennials, LGBTQIA, Non-Profits, Socially Responsible Investing (SRI)

Quick Bio:

Hi I’m Vera and I believe financial planning is a participatory process: my goal as an advisor is to work with you to build a custom plan that reflects your life now, as well as your dreams for the future. I’m committed to providing personalized and objective financial planning to everyone, no matter your income or assets, and to ensuring that the planning process feels clear and transparent.

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Michael J. Martinez, CFP®, CRPC

Live, Learn, Grow Wealth Management

Diamond Bar, CA

Client Specialties: Blended Family, Business Owners, Financial Professionals, Gen X, Parents

Quick Bio:

Based in Southern California, LLG Wealth Management provides Financial Planning and Investment Management education and solutions to individuals in blended families or on the path to combining their families.
Founder, Michael Martinez, Certified Financial Planner, being a father/step-father in a blended family himself, understands the challenges and happiness combining two families provides.

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Bobby Cremins, CFP®, CFA®, CKA

Metanoia Financial

Philadelphia, PA

Client Specialties: Christian Faith Based, Gen X, Medical Professionals, Retirement Planning

Quick Bio:

A few quick notes about me:
– I’m a Christian, a husband, and a father, and these are the three titles I hold most dear
– I’m the founder and sole employee of Metanoia Financial. I have a lot of help and wonderful partnerships behind the scenes but my clients work directly with me
– I love people and numbers so I became a financial planner
– I’m really into healthy eating and running

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From the Blog

August 16, 2019

Good Financial Reads: For Entrepreneurs (Part Two)

Top 3 Reasons to Own Your Own Business to Increase Your TRUE Hourly Wage

by Kyle Mast, Clarity Financial, LLC

In the current economic landscape that we live in, the benefits of owning your own business are vast. We live in an exciting time in which technology continues to lower the barrier to entry for creating and operating a profitable business, no matter how small in its beginning.

Read the full post →

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You Deserve Trusted Financial Advice.

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Find Your Ideal Financial Advisor

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Jason J. Howell, CFP®

Ron Strobel, CFP®

Mike Caligiuri, CFP®, EA

Tony Chan, CFP®, EA

Rick Spillane, CFP®, CPA

Josh Bennett, CFP®

Megan Donnelly, CFP®, ChFC, RICP, MBA

Adam Day, CFP®, RICP®

Patrick Logue, CFP®

Vera Kelsey-Watts, CFP®

Michael J. Martinez, CFP®, CRPC

Bobby Cremins, CFP®, CFA®, CKA

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From the Blog

Good Financial Reads: For Entrepreneurs (Part Two)

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