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

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

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

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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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David F. Jacoby, CFP®, CFA, CPA

Remote Financial Planner

West Palm Beach, FL

Client Specialties: Cross-border Planning, Expatriates, Financial Independence Retire Early (FIRE), Remote Professionals

Quick Bio:

David is a travel junkie, digital nomad, remote worker, on-again-off-again expat and a financial consultant for all of the above. He founded Remote Financial Planner to help mobile professionals all over the world. He leverages technology to work virtually with his clients whenever and wherever they need to. He is a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) professional. He has traveled extensively through South America and Europe.

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Abby Morton, CFP®, CDFA®

Goldman Financial Planning

Bangor, ME

Client Specialties: Divorce, Financial Coaching, Retirement Planning

Quick Bio:

At Goldman Financial Planning, we take a coaching approach to financial planning and we are are dedicated to providing trustworthy advice to everyday people. I welcome clients of all types, regardless of age, assets, or level of financial expertise. I especially welcome those who are dealing with significant transitions – starting a new job, pursuing a career change, marriage, having children, retirement, divorce – to name just a few.

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Justin Waller, CFP®

Waller Financial Coaching

Chico, CA

Client Specialties: Charitable Giving, Gen X, Travel Enthusiasts

Quick Bio:

I specialize in working with endurance athletes. If you have a passion for endurance athletics and want to see your financial health and fitness improve as well. We should have a conversation.

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Mark S. Kelly, CFP®

University Financial Strategies, LLC.

Raleigh, NC

Client Specialties: College Planning, Gen X, Investment Planning & Management, Offers Free Assistance to Furloughed Government Workers, Retirement Planning

Quick Bio:

My name is Mark Kelly and I am the founder of University Financial Strategies, LLC. We specialize in Financial Planning for College Bound Families.

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Brian Bickett, CFP®

Iron Mountain Financial Planning, LLC

Rapid City, SD

Client Specialties: Baby Boomers, Engineering Professionals, Motorcycle Owners & RV Owners, Parents

Quick Bio:

Brian Bickett is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Iron Mountain Financial Planning, LLC, a fee-only financial planning and investment management firm based in Rapid City, South Dakota. His engineering background and belief that his purpose is to serve and help others drives his passion to do so. Let him help Organize, Educate, and Implement a plan for your finances so that you can focus on what is truly important in life.

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Daniel Pichardo, CFP®, CRPC

Bridge Capital Consulting, LLC

Irvine, CA

Client Specialties: Business Owners, Couples, Established Professionals, Gen Y/Millennials

Quick Bio:

Are you getting married or recently married? I’m your guy! I love helping couples in their 30’s and 40’s get a better grasp of their financial life

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Aaron Parrish, CFP®

Level Wealth Management

Greensboro, NC

Client Specialties: Baby Boomers, Retirement Planning, Tax Planning

Quick Bio:

Aaron Parrish, CFP® is a Greensboro, NC fee-only financial planner. He helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to keep more of their investment returns. He meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients.

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Therese Nicklas, CFP®, CMC

The Wealth Coach for Women, Inc.

Quincy, MA

Client Specialties: Female Entrepreneur, Gen Y/Millennials, Student Loan Debt, Women in Transition

Quick Bio:

A fee-only independent financial planning firm committed to empowering women and young professionals with smart money strategies. My customized Passion Inspired, Purpose Driven wealth coaching system helps clients develop confidence that comes from experiencing positive results. My mission is to help you realize your desired outcome with ease.

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Dave Grant, CFP®

Retirement Matters, Inc

Barrington, IL

Client Specialties: Baby Boomers, Educators, Teachers, and Academics, Female Entrepreneur, Single Women

Quick Bio:

I’m British born, a teacher advocate, and lover of all conversations that discuss money and meaning. I have been an advisor since 2007, and hope to make it until 2047. The perfect gift is chocolate.

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Mark McCarron, CFP®

Bond Wealth Management, LLC

Charlottesville, VA

Client Specialties: Gen Y/Millennials, In Transition

Quick Bio:

I specialize in working with people experiencing significant life changes—think marriage, children, a promotion, or a career switch. It was through managing my own finances through paradigm shifts like these, and helping friends do the same, that I realized how time consuming it can be to navigate the changing financial markets and tax laws. This led me to become a Certified Financial Planner™, where I help clients enjoy their lives today while securing their financial security for the future.

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Jason Jager, CFP®

Jager Wealth Management

Hattiesburg, MS

Client Specialties: Baby Boomers, Medical Professionals, Retirement Planning

Quick Bio:

Jason Jager, CFP® is a Certified Financial Planner that helps people build wealth and become better stewards of their resources. He founded Jager Wealth Management, an independent fee-only firm, so that people could get objective, evidence based advice. No sales. No commissions. Just good advice.

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Eric R Laub, CFP®

Finance 180

Columbus , OH

Client Specialties: Dual Income Family, Gen Y/Millennials, Medical Professionals, Young Professionals

Quick Bio:

Finance 180 provides financial planning services to medical professionals, teachers, other professionals, and young working families. Whether you have questions about how to tackle your debt, how to save for retirement in your 401(k), 403(b) plans, IRAs, or simply how to get on the right path financially, we have answers.

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From the Blog

July 19, 2019

Good Financial Reads: Risk Management

What is Real Risk?

by Steven Sivak, Innovate Wealth

In the investment business we spend a lot of time talking about risk. As it applies to portfolio construction and management it is a decades-long debate: how to structure, how to measure, how to optimize. Academics and asset allocators keep the debate going each and every day, testing and honing their models in hopes of finding even the slightest of edges.

But…that’s not real risk.

Read the full post →

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You Deserve Trusted Financial Advice.

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CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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David F. Jacoby, CFP®, CFA, CPA

Abby Morton, CFP®, CDFA®

Justin Waller, CFP®

Mark S. Kelly, CFP®

Brian Bickett, CFP®

Daniel Pichardo, CFP®, CRPC

Aaron Parrish, CFP®

Therese Nicklas, CFP®, CMC

Dave Grant, CFP®

Mark McCarron, CFP®

Jason Jager, CFP®

Eric R Laub, CFP®

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Good Financial Reads: Risk Management

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