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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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Gabriel Kaplan, CFP®, CPA

Wealth Habits

Scarsdale, NY

Client Specialties: Business Owners, Equity Recipients (RS/RSU SOP ESPP), Retirement Planning

Quick Bio:

Wealth Habits specializes in serving people going through life transitions, such as retirement, IPO, tender offer, inheritance, divorce, and other liquidity events.

My goal is to help you gain control over your finances, monitor your progress over time, and make excellent financial decisions at every stage. I take an integrated approach, providing you with comprehensive and fully integrated wealth management services.

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Anna Sergunina, CFP®

MainStreet Financial Planning, Inc

Los Gatos, CA

Client Specialties: Business Owners, Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Parents

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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Alyssa Lum, CFP®, MBA

Luminate Financial Planning

Herndon, VA

Client Specialties: Gen X, Investment Planning & Management, Mid-Career Professionals, Retirement Planning

Quick Bio:

I founded Luminate Financial Planning to help families just like mine: busy members of Gen X trying to balance saving for their kids’ college, paying for vacations and regular life expenses, while still hoping to retire someday! I will work with you to simplify and take control of your financial life. I will empower you to align your financial assets with your own values and goals.

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Danielle Harrison, CFP®, CFT-I™

Harrison Financial Planning

Columbia, MO

Client Specialties: Female Doctor, Gen Y/Millennials, Holistic Financial Planning, Women Professionals

Quick Bio:

Harrison Financial Planning provides fee-only financial planning and investment management. As both a Certified Financial Planner™ Professional and a Certified Financial Therapist-I™, I’m able to offer not only technical insight into your finances, but can also delve deeper into the psychology behind money decisions. This can be particularly important for those who are making life transitions, such as getting married, having children, starting a business, preparing for retirement, or who have lost a significant other.

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Chip Basel, CFP®

Stepping Stone Advisors

Alexandria, VA

Client Specialties:

Quick Bio:

Stepping Stone Advisors’s mission to help you find and/or rediscover your passions and purpose in life. Then financially, allow you to achieve and live that best life you can imagine. How can we help you get started?

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Tyler Hackenberg, CFP®, EA

Drexel Day Financial

Willow Grove, PA

Client Specialties: Christian Faith Based, Cryptocurrency, Gen Y/Millennials, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

Hello, I’m Tyler, and I am a Catholic financial planner and the founder of Drexel Day Financial, an Advice-only firm. I specialize in helping Individuals and Businesses discover God’s plan for their finances.

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Michael Reynolds, CFP®, CSRIC®

Elevation Financial LLC

Westfield, IN

Client Specialties: Business Owners, Gen X, Self-Employed Individuals, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors.

I work with individuals and families who are ready to gain greater control over their money and build a life with intention.

I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money.

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Sharon Weaver, CFP®, AWMA

Mission Financial Planning

Mission, KS

Client Specialties: Advice-Only, Business Owners, Dentists

Quick Bio:

Fee-only, advice-only, fiduciary planning for dentists. Services include personal and business planning that includes advice on cash flow, debt management, tax strategy, education funding, insurance assessment, and estate planning.

Most but not all clients are dentists, but they often have a similar business model and/or lifestyle. We are flattered with every call – dentist or not – and happy to talk about whether we might be a good fit for what you’re looking for.

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Austin Hon, CFP®

Momentum Private Wealth Management

Cedar Park, TX

Client Specialties: Attorneys, Coronavirus Relief, Holistic Financial Planning, Technology Professionals

Quick Bio:

Austin P. Hon, is a CERTIFIED FINANCIAL PLANNER™ Professional and is located in Cedar Park, Texas. He is the founder of Momentum Private Wealth Management, a fee-only wealth management firm focused on helping professionals, near-retirees and retirees plan and execute their retirement plan. MPWM is passionate about transparency and serving as a fiduciary. We help individuals, families and businesses. Outside of work you can find Austin trying his best to improve his running pace.

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Jenna VanLeeuwen, CFP®

Aligning Wealth

Jersey City, NJ

Client Specialties: Business Owners, Small Business, Women Professionals

Quick Bio:

You have a thriving business, and now there’s more work and more revenue than you’ve ever had before. There’s money in the bank, but now what?

As a financial advisor specializing in content creators, online educators, and entrepreneurs with service businesses, I get so much joy out of helping you translate your business success into personal financial freedom.

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James Lee, CFP®

Lee Investment Management

Saratoga Springs, NY

Client Specialties: Baby Boomers, Holistic Financial Planning, Investment Planning & Management, Pro Bono, Retirement Planning

Quick Bio:

Providing peace of mind and time to individuals, families and business owners through comprehensive financial planning and investment advice.

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From the Blog

January 31, 2023

How to Combine Finances After Marriage (4 Key Steps)

6.0 MIN READ

Are you thinking about combining finances with your spouse or soon-to-be spouse? We are going to share 4 key steps that you and your spouse can take to effectively combine your finances. These 4 steps can also help avoid money disputes and help you be on a path to achieving your common financial goals. I’m actually getting married this month so I will personally share what me and my fiancée plan to do. At the end, I’ll share a bonus tip that we tell our clients, which can lead to less fighting about money, and hopefully a happier marriage. With honest communication and a plan, you can tackle finances together as a team.

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.

Rafael Melendez, CFP®, CSLP

Gabriel Kaplan, CFP®, CPA

Anna Sergunina, CFP®

Alyssa Lum, CFP®, MBA

Danielle Harrison, CFP®, CFT-I™

Chip Basel, CFP®

Tyler Hackenberg, CFP®, EA

Michael Reynolds, CFP®, CSRIC®

Sharon Weaver, CFP®, AWMA

Austin Hon, CFP®

Jenna VanLeeuwen, CFP®

James Lee, CFP®

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From the Blog

How to Combine Finances After Marriage (4 Key Steps)

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

Subscribe to the Blog

Find Advisors by Specialty:

Disclosure

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