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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.

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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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Matthew D. Porter, CFP®, J.D.

Patuxent Financial Partners, LLC

Columbia, MD

Client Specialties: Estate Planning, Gen X, Government Employees, Retirement Planning

Quick Bio:

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way.

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Taylor Venanzi, CFP®

Activate Wealth

Philadelphia, PA

Client Specialties: Coronavirus Relief, Couples/Partners, Dual Income Family, Gen Y/Millennials, Parents

Quick Bio:

Activate Wealth delivers comprehensive financial planning services to busy working professionals from their late 20s to early 40s. These professionals and families have a strong desire to enjoy their life and money NOW while keeping an eye towards the future. Given this unique stage of life, clients of Activate Wealth often want to:
1. Save Time
2. Simplify Complex Situations
3. Grow their Wealth

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Ryan Phillips, CFP®, CFA

GuidePoint Financial Planning

Reston, VA

Client Specialties: Family Financial Planning, Investment Planning & Management, Pro Bono, Tax Planning

Quick Bio:

Hi, I’m Ryan. I have spent my career as a financial planner because I care deeply about helping people achieve an even greater financial future. I specialize in working with busy professionals and families in Northern Virginia. I offer ongoing service options as well as one-time plans. Utilizing my unique planning and investment philosophy we will explore valuable financial opportunities, uncover blind spots, and build a plan that lets your money work harder for you.

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Natalie Taylor, CFP®, BFA

Natalie Taylor Consulting Services, LLC

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Married Couples, Mid-Career Professionals

Quick Bio:

Natalie’s mission in her planning practice is to help clients align their finances with their values, improve financial decision-making and behavior, take advantage of opportunities and avoid pitfalls, decrease financial stress, and find contentment through a financial planning process in a one-on-one setting.

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Jason Co, CFP®

Co Planning Group

Chesterfield, MO

Client Specialties: Baby Boomers, Cantonese Speakers, Mandarin Speakers, Retirement Planning

Quick Bio:

In both my personal and professional life, I lead with kindness, honesty, and respect. My goal is to assist clients who prioritize these same values in their own lives.

I am a fee-only fiduciary with a background in engineering. I provide low cost ETF portfolios and comprehensive retirement planning with a single, straightforward fee.

As an immigrant from Hong Kong, I also help Children of Chinese Immigrants plan for their parents’ retirement and investments.

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Daniel D. (Dan) Joss, CFP®, MBA, RLP®, CKA®

Joss Financial Group

Williamsburg, VA

Client Specialties: Charitable Giving, Gen X, Travel Enthusiasts

Quick Bio:

Daniel D. (Dan) Joss, MBA, CFP®, RLP®, CKA® believes in enjoying a simple, generous, relaxed, and active lifestyle. So, after developing his own life plan, Dan with his wife Robin, and their three children decided to make Williamsburg, Virginia, their home. Dan founded Joss Financial Group, LLC in Williamsburg in 2015.

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Will Morrison, CFP®, CPA

Rooted Planning Group

Appleton, WI

Client Specialties: Cash Flow/Budgeting, Gen Y/Millennials, Recent Graduates, Young Professionals

Quick Bio:

I work as a finance professor at the University of Wisconsin-Oshkosh as well as serving clients as a financial planner. My clients are primarily recent college graduates and young professionals. I am passionate about helping clients save money, maximize investments returns, and live their best life. Whether you want a simple financial review or a comprehensive financial plan, I’d be glad to help. Let me know what you need and I can provide a quote.

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Martha S Williams, CFP®, CRPC

Williams Wealth Services

Ann Arbor, MI

Client Specialties: Business Owners, Coronavirus Relief, Financial Coaching, Gen X, Pro Bono, Women's Finance

Quick Bio:

You started your own business and you love it! In addition to providing your family with a great income, your company has given you the flexibility and freedom to live the life you imagined. As the demands of your business increase, however, it’s easy to overlook your personal financial needs.

If that sounds like you… then let’s talk!

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Justin Rush, CFP®

JGR Financial Solutions

Canton, OH

Client Specialties: Baby Boomers, Investment Planning & Management, Retirement Planning

Quick Bio:

As the founder of JGR Financial Solutions, I provide personal financial planning solutions to young professionals and families. Most importantly, I do so in terms you can understand! Helping you analyze your current situation and developing a plan to reach your goals is my top priority. “”Why?”” you may ask. So you can spend time focusing on what’s most important in your life. Regardless of your stage of life, I believe you should have access to professional financial planning advice.

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Meghan Lape-Lefevre, CFP®, AFC

Conscious Impact Financial Planning

Colorado Springs, CO

Client Specialties: Business Planning, Gen Y/Millennials, Non-Traditional Life Path, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

Making sure your money doesn’t do anything you wouldn’t do in real life.

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Anika Hedstrom, CFP®, MBA

Uplevel Wealth

Portland, OR

Client Specialties: Established Professionals, Female Executives, Gen X, Single Women

Quick Bio:

I co-founded Uplevel Wealth to help women and professional families at the top of their game level-up, build wealth, and create plans for their possibilities. I also write on motivational and behavioral aspects of financial planning, and have been featured in The Wall Street Journal, Business Insider, USA Today and other publications. As an Oregon native, I love the outdoors, good pinot and chasing after my young twins as they head in opposite directions.

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Scott Draper, CFP®, CPA

THRIVE Financial Planning

El Dorado Hills, CA

Client Specialties: Gen X, Medical Professionals, Pro Bono, Scientific Professionals, Technology Professionals

Quick Bio:

Scott works with individuals and families in the medical, scientific and technology fields to understand their financial goals and dreams and develop a uniquely tailored financial plan.

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From the Blog

January 27, 2023

Good Financial Reads: How To Effectively Build & Use Your Savings for Emergencies and More

The Secrets of Your Savings Account

by Michelle Smalenberger, Financial Design Studio

Do you tend use your savings account to hold onto cash when you are uncertain about what is going to happen?

Sometimes parents hold onto things from a first child because they don’t know if they’ll have a second child. After all, you don’t want to rebuy those same things. We also tend to hold onto cash when we aren’t quite sure what is going to happen ahead.

[Watch the Video]

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.

Matthew D. Porter, CFP®, J.D.

Taylor Venanzi, CFP®

Ryan Phillips, CFP®, CFA

Natalie Taylor, CFP®, BFA

Jason Co, CFP®

Daniel D. (Dan) Joss, CFP®, MBA, RLP®, CKA®

Will Morrison, CFP®, CPA

Martha S Williams, CFP®, CRPC

Justin Rush, CFP®

Meghan Lape-Lefevre, CFP®, AFC

Anika Hedstrom, CFP®, MBA

Scott Draper, CFP®, CPA

Selected search criteria

From the Blog

Good Financial Reads: How To Effectively Build & Use Your Savings for Emergencies and More

The Secrets of Your Savings Account

Subscribe to the Blog

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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

No advisors were found for your search criteria.

Selected search criteria

From the Blog

The Secrets of Your Savings Account

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Find Advisors by Specialty:

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