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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.

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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Rafael Melendez, CFP®, CSLP

Next Gen Financial Planning

San Diego, CA

Client Specialties: Family Financial Planning, Gen Y/Millennials, Student Loan Debt, Young Professionals

Quick Bio:

I partner with you to help navigate the complexities of your ever-changing life. What does success mean to you?
Do you need a strategy to repay your student loans?
Are you planning for marriage and starting a family?
Do you want to buy a home?
These are a few of the many decisions you will make with financial considerations. Your working years are exciting and dynamic. I can help you feel confident about it all.

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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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Leighann Miko, CFP®, RLP

Equalis Financial

Portland, OR

Client Specialties: Artists & Creatives, LGBTQIA, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

Equalis Financial is an independent fee-only firm based in Los Angeles & Portland (OR) specializing in financial planning, business management, and investment management services. We are here to balance the financial playing field.

Our mission is to empower and equip thoughtfully ambitious professionals, especially LGBTQ+ creatives who work in the entertainment industry. Since Equalis was founded by a member of the LGBTQ+ community, serving the underserved is at the heart of everything we do.

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Leighann Miko, CFP®, RLP

Equalis Financial

Los Angeles, CA

Client Specialties: Artists & Creatives, LGBTQIA, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

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Shawn Ballinger, CFP®

Columbus Street Financial Planning

Dublin, OH

Client Specialties: College Planning, Coronavirus Relief, Established Professionals, Gen X, Pro Bono, Wealth Management

Quick Bio:

Columbus Street’s flat-fee planning structure allows us to work with clients of all ages and levels of financial complexity. Whether you’re fresh out of college or a mid-career professional with a family, we will remove the financial complexity of daily life and allow you to live life on your own terms. Let my fifteen years of experience serving high net-worth clients in a fiduciary capacity work for you and your family.

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Jamie Lima, CFP®, MBA

Woodson Wealth Management

Client Specialties: Gen X, HENRY (High Earners, Not Rich Yet), Pro Bono, Wealth Management, Young Professionals

Quick Bio:

I grew up in a family that always seemed to have money challenges.
That led me to a career in finance as I wanted to learn and understand how to better support myself and my family.

My team and I primarily focus on helping mid-career professionals, those earning over $100,000 per year, to better manage, maximize, and grow their wealth so they can do what they love with zero financial stress.

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Brent Hoskins, CFP®, RICP®

Focal Point Financial Group

Prairie Village, KS

Client Specialties: Cash Flow/Budgeting, Christian Faith Based, Gen X, Holistic Financial Planning

Quick Bio:

I’ve enjoyed working with people and their finances for over 20 years. I love what I do and enjoy the fact that I can help people steward the resources entrusted to them to make a difference in their own and other people’s lives.

In addition to being a financial planner, I’m also a dad and a husband. I’m blessed with a wonderful family. I enjoy being outside, playing sports and I love visiting new places.

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Vinicius Hiratuka, CFP®, CPA

Elevated Retirement Financial Services

Madison, Mississippi

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

Quick Bio:

Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. He founded the company out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work.

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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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Lamar Watson, CFP®

Dream Financial Planning

Reston, VA

Client Specialties: African Americans, Gen Y/Millennials, Medical Professionals, Technology Professionals

Quick Bio:

Lamar Watson, CFP®, is a Fee-Only Financial Advisor in the Washington, D.C. area, that works with clients virtually across the country. Lamar’s work with his clients focuses on budgeting, employee benefits, paying down debt, buying their first home, and investing.

Dream Financial Planning is specifically designed to help young professionals and minorities fulfill their dreams. Feel free to schedule a complimentary consultation to learn how we help our clients achieve their goals.

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Kevin Burkle, CFP®, CSLP®

HCP Wealth Planning

Jacksonville, FL

Client Specialties: Advice-Only, Medical Professionals, Young Professionals

Quick Bio:

As a flat-fee financial advisor, I provide advice-only financial planning to young professionals and pre-retirees. Through my “Map Your Wealth” Process, you get holistic, unbiased advice, without being required to have me manage your investments. I’ll help you gain the confidence and clarity that comes from partnering with a CFP® who will help you save and invest smarter, optimize income and savings, and minimize taxes.

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Jacob I. Milder, CFP®

Oak Street Investments

Greenwood Village, CO

Client Specialties: Business Owners, Gen X, Medical Professionals, Technology Professionals

Quick Bio:

Oak Street Investment Advisors LLC is a Fee-Only, comprehensive financial planning and investment management firm dedicated to providing transparent, unbiased advice, regardless of income or net worth. We help our clients clarify, plan for and achieve their financial goals while saving them time, money and helping to avoid costly mistakes. Jacob Milder, Certified Financial Planner™ and managing member of Oak Street Investments, uses his nearly 15 years experience in financial services to serve physicians, auto enthusiasts, scientists and other Gen Xers.

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From the Blog

December 6, 2022

How to Choose Beneficiaries with Taxes in Mind

Feel Financially Stuck? Here’s Why—and How to Move Forward

15.0 MIN READ

Unlike most experiences in life that you can do more than once, you get one opportunity to choose your beneficiaries wisely. Once you die, it’s nearly impossible for your heirs to undo your beneficiary mistakes.

Before reading this article, I recommend reading my article about costly beneficiary mistakes to avoid. It will help make sense of beneficiary terminology, general rules of thumb, and how to identify costly beneficiary mistakes.

Read the full post →

Browse More Articles

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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.

Rafael Melendez, CFP®, CSLP

Ryan Phillips, CFP®, CFA

Leighann Miko, CFP®, RLP

Leighann Miko, CFP®, RLP

Shawn Ballinger, CFP®

Jamie Lima, CFP®, MBA

Brent Hoskins, CFP®, RICP®

Vinicius Hiratuka, CFP®, CPA

Mindy Crary, CFP®, MBA

Lamar Watson, CFP®

Kevin Burkle, CFP®, CSLP®

Jacob I. Milder, CFP®

Selected search criteria

From the Blog

How to Choose Beneficiaries with Taxes in Mind

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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

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