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Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.

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

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

No Minimums

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

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Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.

Sworn Fiduciaries

Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.

Virtual Services

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

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Mark Moretti, CFP®

MedWealth Advisors

Pittsburgh, PA

Client Specialties: Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Medical Professionals, Young Professionals

Quick Bio:

As a spouse of a physician, I have lived through and am working through the financial questions and concerns that physicians have as they progress in their careers. This, coupled with over 12 years of experience working with individuals and families ranging from a negative net worth to over $400 million, has uniquely positioned me to help physicians from residents to retirees with their unique financial needs.

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Denise Downey, CFP®, MBA

Financial Trex, LLC

Spokane, WA

Client Specialties: Business Owners, Coronavirus Relief, Family Financial Planning, Gen X, Parents

Quick Bio:

Hi, I’m Denise. I am a Certified Financial Planner™ with over 19 years of experience. I provide fee-only financial planning for everyday people. This means I earn an income based on the services I provide for you and not from selling you financial products you don’t need. Start your journey to financial success today.

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Robert Stoll, CFP®, CFA

Financial Design Studio

Deer Park, IL

Client Specialties: Business Executives, Business Owners, Christian Faith Based, Gen X, Tax Planning

Quick Bio:

Robert Stoll is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) serving the financial planning and investment needs of clients through Financial Design Studio (“FDS”). As Chief Investment Officer of FDS, he oversees all client investments, including asset allocation, trading, and rebalancing.

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Taylor Peters, CFP®

Legacy Care Wealth

Client Specialties: HENRY (High Earners, Not Rich Yet), Young Families

Quick Bio:

Taylor Peters, CFP®, is a financial planner in Chattanooga, TN who specializes in working with young professionals and young families. Her goal is to cultivate calm when it comes to personal finances and help clients in their pursuit a joyful and purpose driven life.

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Cathy Curtis, CFP®

Curtis Financial Planning, LLC

Oakland, CA

Client Specialties: Baby Boomers, Inherited Wealth, LGBTQ Women, Pro Bono, Single Women

Quick Bio:

For the last 20 years, Cathy has engaged her skills to help women get clarity and feel confident about their finances. She has deep experience working with women who manage their finances on their own – single, divorced, or widowed and women who experience sudden wealth. She is passionate about financial literacy and helps promote it through her community work, social media and industry platforms.

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Kevin Cheeks, CFP®

ImpactFI

San Francisco, CA

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Investment Planning & Management, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. Located in San Francisco, CA, Kevin works with clients across the United States.

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Chloé A. Moore, CFP®

Financial Staples

Atlanta, GA

Client Specialties: Business Executives, Equity Recipients (RS/RSU SOP ESPP), Gen X, Technology Professionals

Quick Bio:

Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives.

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Dominic Corabi, CFP®

Wedmont Private Capital

King of Prussia, PA

Client Specialties: Business Executives, Coronavirus Relief, Gen X, Military & Veterans, Ultra High Net-worth

Quick Bio:

Dominic Corabi is co-founder of Wedmont Private Capital. Previously, he was Chief of Staff of the Financial Advisor Services division of Vanguard. Prior to that, he served as an advisor to UHNW families at Credit Suisse. Before his civilian career, Dominic served as an officer in the Marine Corps. Dominic is a graduate of the United States Naval Academy and received his MBA from the Wharton School at the University of Pennsylvania.

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Donovan Sanchez, CFP®

Skyview Financial Planning, LLC

Client Specialties: Gen Y/Millennials, Medical Professionals

Quick Bio:

Skyview Financial Planning, LLC works with physicians on a virtual basis throughout the United States. In keeping with its objective to offer independent advice for a fair price, financial planning and investment management services are offered through a single flat fee.

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Betty Wang, CFP®

BW Financial Planning

Denver, CO

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen X, Women Professionals, Women's Finance

Quick Bio:

Smart, clear, and honest wealth management for women.

Live life on your terms. You deserve financial security, the luxury of choices, and freedom of time. Let us be your financial advocate and partner, ensuring you make the smartest decisions with your money, giving you the confidence to do more of what you love and less of what you don’t!

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Tim Woodward, CFP®, MBA

Blend Wealth

Fishers, IN

Client Specialties: Blended Family, Christian Faith Based, Gen X, Work/Life Balance

Quick Bio:

Blend Wealth is a husband and wife (see Alexis Woodward’s profile) team that helps Christian Blended Families who want to honor God by being intentional with their money & in their marriage.

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Ben Hockema, CFP®

Illuminate Wealth Management

Chicago, IL

Client Specialties: Entrepreneurs, Gen X, Retirement Planning, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

Do you know how your financial life fits into your LIFE? Are your finances working toward your fulfillment, or standing in your way? I work to empower my clients to make decisions about their money that helps them achieve their goals, find fulfillment in their finances, and prepare for their future, whatever it holds.

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From the Blog

January 31, 2023

How to Combine Finances After Marriage (4 Key Steps)

6.0 MIN READ

Are you thinking about combining finances with your spouse or soon-to-be spouse? We are going to share 4 key steps that you and your spouse can take to effectively combine your finances. These 4 steps can also help avoid money disputes and help you be on a path to achieving your common financial goals. I’m actually getting married this month so I will personally share what me and my fiancée plan to do. At the end, I’ll share a bonus tip that we tell our clients, which can lead to less fighting about money, and hopefully a happier marriage. With honest communication and a plan, you can tackle finances together as a team.

Read the full post →

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Disclosure

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.

You Deserve Trusted Financial Advice.

No Commissions

No Sales

No Minimums

CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

No advisors were found for your search criteria.

Mark Moretti, CFP®

Denise Downey, CFP®, MBA

Robert Stoll, CFP®, CFA

Taylor Peters, CFP®

Cathy Curtis, CFP®

Kevin Cheeks, CFP®

Chloé A. Moore, CFP®

Dominic Corabi, CFP®

Donovan Sanchez, CFP®

Betty Wang, CFP®

Tim Woodward, CFP®, MBA

Ben Hockema, CFP®

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From the Blog

How to Combine Finances After Marriage (4 Key Steps)

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You Deserve Trusted Financial Advice.

No Commissions

No Sales

No Minimums

CFP® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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Selected search criteria

From the Blog

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