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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.

No Sales

Our advisors are focused on providing financial planning services — not on selling unnecessary products.

No Minimums

We believe everyone deserves professional financial advice, regardless of age or assets.

CFP^® Standard

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

Sworn Fiduciaries

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

Virtual Services

Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.

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Christine Centeno, CFP®

Simplicity Wealth Management

Glen Allen, VA

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen X, Mid-Career Professionals, Women Professionals

Quick Bio:

Your life is busy. Together we’ll develop a plan so you can optimize your time and do what YOU do best.

As the founder of Simplicity Wealth Management, I believe in advice delivered in a simple, honest, and easy to understand manner without hidden fees and unnecessary jargon.

My clients are busy mid-career professionals, pre-retirees and widows looking for financial simplicity. Let’s plan your future.

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Steve Zakelj, CFP®

Flatirons Wealth Management

Boulder, CO

Client Specialties: Baby Boomers, Business Owners, Family Financial Planning, Technology Professionals

Quick Bio:

Looking for a financial planner who values honesty, integrity and a commitment to working in your best interests? I founded Flatirons Wealth Management with the simple idea of giving clients honest and straight-forward advice backed by years of experience in financial planning and investment analysis. Our motto is simple, “Planning and investing the way you would if you knew what we knew.”

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Daniel Kenny, CFP®, CPA

FI-nancial Planner LLC

Sterling, VA

Client Specialties: Financial Independence Retire Early (FIRE), Gen Y/Millennials, Non-Traditional Life Path, Tax Planning

Quick Bio:

I founded FI-nancial Planner LLC to offer independent fiduciary advice to clients pursuing financial independence. As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex needs of the FIRE movement.

Whether you want to retire early or just undergo a lifestyle change to pursue a lifestyle that you are more excited about than your job, I will be there with you on the journey.

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Charlie Bolognino, CFP®, ChFC®

Side-by-Side Financial Planning, LLC

Plymouth, MN

Client Specialties: Gen Y/Millennials, Parents, Retail Professionals

Quick Bio:

Hi – I’m Charlie. It’s my mission to help people live a better life today and tomorrow through financial planning. I specialize in helping emerging and growing households figure out their money so that they are freed up to enjoy life more and worry about money less.

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Lori Dietzler CFP®, EA

Zero Gravity Financial, LLC

Brooklyn, NY

Client Specialties: Business Owners, Equity Recipients (RS/RSU SOP ESPP), Self-Employed Individuals

Quick Bio:

I help families to make smart money decisions. I provide full-service financial planning and investment management services for an annual retainer fee. I enjoy working with clients in New York City as well as across the country.

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Anna Sergunina, CFP®

MainStreet Financial Planning, Inc

Burlingame, CA

Client Specialties: Gen X, Government Employees, Military & Veterans, Russian Speaking

Quick Bio:

When you look at your life, every decision you make on a daily basis has has an impact on your finances, no matter how you slice it and dice it. Why should you guess at those decisions and make mistakes? You deserve the best guidance.

My mission is to help you make Smart Financial Decisions! To be your helping hand…to be your mentor…your supporter…your cheerleader…your shoulder to cry on…your ear or whatever else you need to help you reach your fullest potential!

We only get one shot at this, so let’s work together to make Smart Financial Decisions!

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David Wattenbarger, CFP®, CAP®

DRW Financial

Chattanooga, TN

Client Specialties: Charitable Giving, Gen X, Offers Free Assistance to Furloughed Government Workers, Self-Employed Individuals, Women's Finance

Quick Bio:

David Wattenbarger, CFP® and CAP®, is focused on delivering highly tailored and actionable advice fully informed by each client’s unique values and circumstance. David and DRW Financial enjoy working with interesting people!

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Dan Stous, CFP®

Flagstone Financial Management

Lincoln, NE

Client Specialties: Gen Y/Millennials, Medical Professionals, Parents, University Employees

Quick Bio:

I got a lot of financial advice when I was a newly-married twentysomething. Some was good, some was terrible. Now I help other young couples form their goals, avoid some of the mistakes I made, and set them on a path of making healthy financial decisions for life.

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Ron Strobel, CFP®

Retire Sensibly LLC

Nampa, ID

Client Specialties: Family Financial Planning, Gen X, Investment Planning & Management, Single Women

Quick Bio:

The most rewarding part of my job is when I see a client’s face suddenly light up after they realize there’s a solution to their financial concerns. That’s why I started this business.

I love building strong relationships and friendships with my clients, working as a team to solve problems, and breaking down complex financial matters into simple to-do lists.

I’m an outdoorsman, a Rotarian, a foodie, and I love living the Idaho lifestyle.

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Charles Malsbury, CFP®, MBA

ThinkPlanSave, LLC

Daly City, CA

Client Specialties: Baby Boomers, Financial Coaching, Retirement Planning

Quick Bio:

We might be a good fit to work together if:
• You want a flat annual retainer fee regardless of AUM
• You prefer index investing
• You like using Vanguard and DFA funds

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Mindy Crary, CFP®, MBA

Creative Money LLC

Seattle, WA

Client Specialties: Gen X, Holistic Financial Planning, Retirement Planning, Technology Professionals

Quick Bio:

Mindy founded Creative Money LLC to provide financial planning and strategic, customized advice without product sales. Mindy is also the author of the book Personal Finance That Doesn’t Suck, available on Amazon.

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Andy Mardock, CFP®, MBA

ViviFi Planning

Bend, Oregon

Client Specialties: Parents, Socially Responsible Investing (SRI), Young Professionals

Quick Bio:

Andy was inspired to create ViviFi Planning to bring exceptional financial advice to young professional families that, without multi-million dollar portfolios to invest, have long been ignored by the financial industry. The firm is specifically designed to help families confidently make decisions with money that empower their lives and the lives of their children. This impact is far more than a job to Andy; it’s a mission.

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From the Blog

August 16, 2019

Good Financial Reads: For Entrepreneurs (Part Two)

Top 3 Reasons to Own Your Own Business to Increase Your TRUE Hourly Wage

by Kyle Mast, Clarity Financial, LLC

In the current economic landscape that we live in, the benefits of owning your own business are vast. We live in an exciting time in which technology continues to lower the barrier to entry for creating and operating a profitable business, no matter how small in its beginning.

Read the full post →

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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

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Christine Centeno, CFP®

Steve Zakelj, CFP®

Daniel Kenny, CFP®, CPA

Charlie Bolognino, CFP®, ChFC®

Lori Dietzler CFP®, EA

Anna Sergunina, CFP®

David Wattenbarger, CFP®, CAP®

Dan Stous, CFP®

Ron Strobel, CFP®

Charles Malsbury, CFP®, MBA

Mindy Crary, CFP®, MBA

Andy Mardock, CFP®, MBA

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From the Blog

Good Financial Reads: For Entrepreneurs (Part Two)

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