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Client Specialties: Baby Boomers, Christian Faith Based, Retirement Planning, Social Security
Quick Bio:
Hi, I’m Brian. I started Truly Prosper Financial Planning to help individuals retire with purpose and confidence. Truly Prosper was founded on 3 key principles: (1) Financial Life Planning is key to helping people live the best life possible with the money they have; (2) Retirement planning should be available to all people, not just the wealthy; and (3) Pricing should be based on the service received and not the size of your investment portfolio.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), Young Professionals
Quick Bio:
Hi, I’m Matthew.
I lead a small team of dedicated financial planning professionals. We help our clients gain confidence, get organized, and move forward in life with clarity.
We especially enjoy working with young professionals, those with stock option complexities, and clients interested in socially responsible investing. With that said, we have clients from all walks of life.
We look forward to meeting you!
Client Specialties: Baby Boomers, Mid-Career Professionals, Retirement Planning, Young Professionals
Quick Bio:
I am a CFP® professional and the founder of BRJ Wealth Management. I specialize in helping busy individuals and families build, manage, and preserve wealth through proactive financial planning and investment management strategies. With over a decade of experience, I have developed and refined a process designed to help people achieve financial freedom so they can enjoy what matters most.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Family Financial Planning, Gen X, Work/Life Balance
Quick Bio:
Pixel Financial Planning is a boutique firm focused on helping busy clients make smart financial decisions and create peace of mind. Our approach is objective, judgement free and direct. We understand that the world’s agenda can sometimes overcome yours – our value is bringing focus to your goals as a trusted advisor while enjoying the journey.
Client Specialties: Estate Planning, Gen X, Retirement Planning, Tax Planning
Quick Bio:
We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof.
Client Specialties: Charitable Giving, Gen X, Travel Enthusiasts
Quick Bio:
Justin Waller is a fee-only financial planner located in Chico, CA serving clients locally and across the state. Waller Financial Coaching provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Justin Waller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Client Specialties: Educators, Teachers, and Academics, Family Financial Planning, Gen X, Public Service Employees
Quick Bio:
Greta Myerchin-Tape CFP® is the founder of Frontier Financial Planning, a fee-only Registered Investment Advisor. I help State of Alaska employees live and retire on their terms. I firmly believe that people shouldn’t struggle in retirement after working and saving their whole lives.
My fiduciary financial advisory practice offers the financial planning and investment management services that make it possible for public employees to thrive.
Client Specialties: Medical Professionals, Retirement Planning, Young Professionals
Quick Bio:
Local. Honest. Knowledgeable.
Client Specialties: Attorneys, Dual Income Family, Gen X, Government Employees
Quick Bio:
Hi, I’m Patrick. I’m a father of four boys, Navy husband, and financial planner. My goal is to help families reduce their stress around money and achieve their financial goals with confidence.
I primarily work with dual income couples in the DC Metro area. I also have extensive experience with the financial complexities faced by military service members transitioning to civilian life.
Client Specialties: Charitable Giving, Estate Planning, Holistic Financial Planning
Quick Bio:
Helping professionals make sense of their equity compensation, charitable giving, estate planning, and overall financial planning.
Amy Barnes, CFP®, CIMA®
Seattle, WA
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), Women in Transition
Quick Bio:
Firebrand Wealth offers both hourly and asset-based-fee advice and guidance, including savings strategies, retirement planning, tax and estate planning, and socially-responsible investment management. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents.
Client Specialties: Business Owners, Cross-border Planning, Entrepreneurs, Gen X
Quick Bio:
At Areté Wealth Strategists, we work with business owners and Australian/American expatriates to bring strategy, structure, clarity and confidence to their financial lives and keep it that way.
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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 clients 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.
