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

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Debbie Gallant, CFP®, ChFC®, RLP, CRPC

Gallant Financial Planning, LLC

Rockville, MD

Client Specialties: Cash Flow/Budgeting, Gen X, Parents, Work/Life Balance

Quick Bio:

Your financial life is complicated, and you’re busy. Even if you had the time to do your own financial planning and money management, figuring out your finances without serious expertise can feel overwhelming if not impossible to do alone.

But you don’t have to do it yourself. We’ll take the burden off your shoulders and make sure you not only have a sound plan, but also a safe space to share your thoughts, concerns, and hopes for your money.

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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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Gordon Stockman, CFP®, CIM, CPA, CA

EWM Advisory, LLC

Bufffalo, NY

Client Specialties: Baby Boomers, Business Financial Management, Estate Planning, Expatriates

Quick Bio:

Gordon is a Chartered Accountant (CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He has close to 20 years of experience in Financial Planning and Portfolio Management and over 35 years in Tax Planning.

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Breanna Reish, CFP®

Wealth of Confidence, LLC

Riverside, CA

Client Specialties: Charitable Giving, Educators, Teachers, and Academics, Gen X, Women's Finance

Quick Bio:

Breanna Reish, CFP® is the Founder of Wealth of Confidence, a women’s wealth firm. After working with clients for 9 years she decided to build a firm in order to create an inviting environment where women are encouraged to discuss their money without judgment, to learn about their investments in a way they enjoy, and to become more comfortable managing their money with confidence.

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Tyler R. Elliott, CFP® JD

Watershed Wealth Planning LLC

Portland, Oregon

Client Specialties: Attorneys, Gen Y/Millennials, Medical Professionals, Technology Professionals

Quick Bio:

Tyler is a former attorney, a current member of NAPFA, a CERTIFIED FINANCIAL PLANNER™, and the founding Member of Watershed Wealth Planning LLC, an independent, fee-only financial planning firm primarily serving the Portland, Oregon area. His practice is focused on young professionals and aspiring world travelers who are looking to organize, automate, and simplify their increasingly complex financial lives.

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Wakefield Hare, CFP®

Greater Than Financial, LLC

Savannah, MO

Client Specialties: Christian Faith Based, Gen X, Parents

Quick Bio:

Wakefield does financial planning for homeschool families. Families that homeschool have distinct values, and Wake understands those values. He uses that understanding to help a family use their resources to their greatest potential.

To Wake, finance is about discovering the best and highest use for all that we have, including our money, our skills, our time, and our energy. Finance, done right, equals more life. Life that is greater than what we are currently living.

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AnnaMarie Mock, CFP®

Highland Financial Advisors

Wayne, NJ

Client Specialties: Cash Flow/Budgeting, Family Financial Planning, Gen Y/Millennials, Young Professionals

Quick Bio:

To empower you to make confident financial decisions so you can focus on what matters most to you. It is all about quality over quantity. As a millennial myself, I am passionate about educating other young professionals, and if I can solve all of the uncertainties surrounding your financial life – you will be able to be even more focused on living the life you want to live!

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Justin Castelli, CFP®

RLS Wealth Management

Fishers , IN

Client Specialties: Entrepreneurs, Gen Y/Millennials, Sales Professionals, Young Professionals

Quick Bio:

I’m the founder of RLS Wealth Management and author of the blog, “All About Your Benjamins”. After 11 years of focusing on Baby Boomers, I ventured out on my own to build a company that would provide financial planning for Millennials as well. Although I don’t limit who I work with, I find myself working with young professionals and entrepreneurs, along with Baby Boomers.

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Dann Ryan, CFP®

Sincerus Advisory

New York, NY

Client Specialties: Gen X, IT Professionals, Professional Athletes, Scientific Professionals

Quick Bio:

New York City based planner with a focus on helping lifelong learners identify, understand and accomplish their financial goals. Let me help you tap into your biggest asset, your self-motivation.

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Kay Dee Cole, CFP®

Clarity Wealth Development LLC

Corvallis, OR

Client Specialties: Baby Boomers, Family Financial Planning, Government Employees, Retirement Planning

Quick Bio:

If you need someone to help you understand the complexities of retirement, saving or building wealth then look no farther. We work with retirees, divorcees, and people in transition. You need to have someone feel like they are looking out for you and can really listen. Let us show you how it feels to be understood.

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Richard Jakotowicz, CFP®, CFA®, MSF

Benchmark Financial, LLC

Greenville, DE

Client Specialties: Baby Boomers, Educators, Teachers, and Academics, IT Professionals, Medical Professionals

Quick Bio:

I believe everyone should have a formal Financial Plan that coordinates their entire financial well-being. “The Plan”, based on your personal goals and values, should ensure that your investments, taxes, insurance, retirement, and estate plan, are all working together intentionally. One small decision made to your investments has a ripple-on effect to taxes, income, and risk management. I optimize the effects that each of these topics has on the others. “The Plan” should be sophisticated, not complicated.

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Lewis K Christman III, CFP®

Christman Financial Advisors LLC

Macungie, PA

Client Specialties: Financial Coaching, Gen X, Offers Free Assistance to Furloughed Government Workers, Retirement Planning

Quick Bio:

Hi my name is Lew. My goal is to help people “Achieve Uncommon Freedom” (however you define it). I educate people as to the pros and cons of the options available to them so that they can make the right decision for themselves and their family. I welcome all that want to achieve that level of freedom. I help you get your financial house in order and stay in working order. I want to help.

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From the Blog

April 16, 2019

The Downside to Making the Most Money You Ever Have

9 MIN READ

Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time. A common question people think to themselves “I am making the most I ever have, but I still feel like I am not getting ahead”. Let’s dig into why that could be.

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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Debbie Gallant, CFP®, ChFC®, RLP, CRPC

David F. Jacoby, CFP®, CFA, CPA

Gordon Stockman, CFP®, CIM, CPA, CA

Breanna Reish, CFP®

Tyler R. Elliott, CFP® JD

Wakefield Hare, CFP®

AnnaMarie Mock, CFP®

Justin Castelli, CFP®

Dann Ryan, CFP®

Kay Dee Cole, CFP®

Richard Jakotowicz, CFP®, CFA®, MSF

Lewis K Christman III, CFP®

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From the Blog

The Downside to Making the Most Money You Ever Have

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