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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.

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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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Nannette Kamien, CFP®, MBA

Cultivating Wealth

Encinitas, CA

Client Specialties: College Planning, Gen X, Mid-Career Professionals, Work/Life Balance

Quick Bio:

I invite you to adopt a new way of looking at money. Instead of thinking of it as the shore you’re trying to reach, consider it the sail that catches the wind behind you. Understand your current financial situation, balance competing financial priorities, and plan for the future.

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Adam Beaty, CFP®

Bullogic Wealth Management

Pearland, TX

Client Specialties: Baby Boomers, Established Professionals, Retirement Planning, Social Security

Quick Bio:

Hi, I’m Adam Beaty. With my expertise, I can help you achieve your short-term goals and plan for the future. I have a knack for structuring retirement portfolios to make sure you don’t outlive your assets. By using social security maximization, asset allocation, and tax diversification we can give you the retirement you’ve always dreamed of..

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Jason Murray, CFP®, CLU

Greenhouse Money

Richmond, VA

Client Specialties: Gen X, Income Planning, Medical Professionals, Technology Professionals

Quick Bio:

Jason is the go-to at Greenhouse Money for all things financial planning (he holds the CFP designation). He’ll nerd out with you and engineer the future you dream about. A natural number cruncher and strategy junkie, Jason will design and maintain your plan and portfolio with precision, accuracy and ingenuity. So, in the words of the great Samuel L., “Hold on to your butts.”

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David Sylvester, CFP®, CFA

CAVU Wealth Advisors, LLC

Walnut Creek, CA

Client Specialties: Gen X, Offers Free Assistance to Furloughed Government Workers, Retirement Planning, Tax Planning, Wealth Management

Quick Bio:

David took an institutional investing career and pivoted his experience to help individuals and families live richly. CAVU was founded in 2009 to help others. We do this through our focus on planning well and investing wisely.

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Danielle Seurkamp, CFP®, MS

Well Spent Wealth Planning

Cincinnati, OH

Client Specialties: Cash Flow/Budgeting, Retirement Planning, Tax Planning

Quick Bio:

Find out if you’re on track. Keep more of your money. Grow your sense of financial security.

Outcomes of our process include:
>Tax-efficient saving plan (pre-retirement)
>Tax-efficient retirement income plan (during retirement)
>Retirement road map based on your circumstances, not rules of thumb
>Education funding plan
>Stock option and restricted stock strategy
>Employee benefit guidance
>Life, disability and long-term care insurance analysis
>Charitable giving optimization
>Estate plan review
>Specific, low-cost investment recommendations and ongoing advice.

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Michal Skowronski, CFP®

Skylark Wealth, LLC

San Francisco, CA

Client Specialties: Business Owners, Expatriates, Gen Y/Millennials, Offers Free Assistance to Furloughed Government Workers, Parents

Quick Bio:

Your time is valuable, spend less of it on your finances by outsourcing them to Skylark.

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Donnie J Carpenter, CFP®

First Move Financial

The Woodlands, TX

Client Specialties: Gen X, Young Professionals

Quick Bio:

As a board game enthusiast, I enjoy working with board gamers. I have enjoyed playing Eurogames since I first found Settlers of Catan in 2006 and now have a small collection of around 125 games. I have a passion for helping young professional families who want help with vision casting and planning that is centered around reaching their goals.

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Kyle Hill, CFP®

Hill-Top Financial Planning, LLC

Kansas City, Missouri

Client Specialties: Couples, Gen Y/Millennials, Parents, Young Professionals

Quick Bio:

Hi, I’m Kyle Hill. Thanks for stopping by!

I’m the Founder and Owner of Hill-Top Financial Planning, LLC. I started Hill-Top to serve younger generations by helping them develop a plan to minimize debt, build wealth and gain financial independence.

I help young professionals and families design and implement comprehensive financial plans to tackle the most important aspects of life, empowering them to gain confidence and achieve financial peace.

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Malissa Marshall, CFP®, EA

Soaring Wealth, LLC.

Bristol, VT

Client Specialties: Baby Boomers, Cross-border Planning, HENRY, Tax Planning

Quick Bio:

I chose the name “Soaring Wealth” for my firm because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your personal dreams should similarly provide that level of confidence, perspective, and freedom. I started my firm to provide seamlessly-integrated financial planning, portfolio management, and tax consulting for clients who have complex situations – cross-border and estate planning, for example.

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Joseph Kuo, CFP®, CMA

Abundance Wealth Planning LLC

Newark, CA

Client Specialties: Attorneys, Business Executives, Gen X, Inherited Wealth

Quick Bio:

Abundance Wealth Planning works with clients wanting more than just wealth, they want more joy, peace, and connections. Joseph started this advisory firm because he believes that it is as important to address the desires underneath the financial goals and stresses as it is to plan and manage. Having worked in a family business and as a finance executive in public technology firms, he loves helping clients navigate the intersection of life, wealth and business.

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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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Robert J Falcon, CFP®, CPA, PFS, MBA

Falcon Wealth Managers LLC

Concordville, PA

Client Specialties: Biotech Professionals, Business Executives, Gen X, Tax Planning

Quick Bio:

A licensed CPA in Pennsylvania, Bob is a CFP® Professional and holds the AICPA’s Personal Financial Specialist (PFS) Credential. He holds a BS in Accounting from Villanova University and an MBA from Kenan-Flagler Business School (UNC-Chapel Hill). His career includes 9 years of Big 4 Manager-level tax experience and 15 years of pharmaceutical forecasting experience.

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From the Blog

January 24, 2020

Good Financial Reads: Your Student Loan Questions Answered (Part Two)

FAFSA FAQ #1: What Is It & Is It Worth Filling Out?

by Robert Stoll, Financial Design Studio

So if you have kids who are nearing college age, or in college, you’re probably familiar with some of these acronyms or buzzwords: FAFSA and what it is.

So we’re going to touch on what it is, who it’s for, and is it even worth filling out.

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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Nannette Kamien, CFP®, MBA

Adam Beaty, CFP®

Jason Murray, CFP®, CLU

David Sylvester, CFP®, CFA

Danielle Seurkamp, CFP®, MS

Michal Skowronski, CFP®

Donnie J Carpenter, CFP®

Kyle Hill, CFP®

Malissa Marshall, CFP®, EA

Joseph Kuo, CFP®, CMA

Josh Bennett, CFP®

Robert J Falcon, CFP®, CPA, PFS, MBA

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From the Blog

Good Financial Reads: Your Student Loan Questions Answered (Part Two)

FAFSA FAQ #1: What Is It & Is It Worth Filling Out?

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You Deserve Trusted Financial Advice.

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From the Blog

FAFSA FAQ #1: What Is It & Is It Worth Filling Out?

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