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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.

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.

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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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Tony Madsen, CFP®

NewLeaf Financial Guidance LLC

Redwood Falls, MN

Client Specialties: Entrepreneurs, Gen X, Medical Professionals, Young Professionals

Quick Bio:

I help incite change in my client’s lives. Changes that empower my clients to live confidently, knowing they are making financially wise decisions.

Mark Twain once said, “If you always do what you’ve always done, you’ll always get what you always got.”

Let’s create change together.

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Brian Thompson, CFP®, JD

Brian Thompson Financial LLC

Chicago, IL

Client Specialties: Business Owners, Couples, Gen X, LGBTQIA

Quick Bio:

I started Brian Thompson Financial with a simple goal: to educate and empower a new generation to take control of their finances. I specialize in the LGBTQ community, whose opportunities for financial planning have changed dramatically. Whether you’re preparing for marriage or home ownership, ready to start a family or change careers, chiseling down debt or just want a better handle on your budget, together, we’ll tackle your questions and build a stronger foundation for your future.

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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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Matthew McGinness, CFP®

Grow Well Financial

Kalaheo, HI

Client Specialties: Career Changers, Established Professionals, Financial Professionals, Gen X

Quick Bio:

I founded Grow Well Financial Planning to help guide busy professionals through a critical career transition or inflection points. I’ll help you integrate the professional, financial, and personal considerations so you can make decisions more confidently. We’ll talk about what matters most to you—the others in your life, what you’re seeking from your work, and the life you’d like to be leading—so that the money conversations will always respect your priorities.

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Michael Palazzolo, CFP®

Fintentional LLC

Birmingham, MI

Client Specialties: Engineering Professionals, Gen X, Technology Professionals, Women Professionals

Quick Bio:

There is power in understanding and harnessing your financial resources. My goal is to help people from all walks of life understand their finances and create a plan for the financial future they desire.

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Chris Cercy, CFP®

Fierce Financial Group

Winston Salem, NC

Client Specialties: Automotive Enthusiasts, Entrepreneurs, Gen Y/Millennials, Professional Athletes

Quick Bio:

I have a passion for teaching entrepreneurs and professional athletes how to manage their finances and efficiently build wealth.

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Nick Foy, CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Client Specialties: Christian Faith Based, Gen X, Medical Professionals, Self-Employed Individuals

Quick Bio:

Nick has worked in finance since 2007, and started Greenway Wealth Advisors in 2018. Greenway helps generous people increase their margin so they have more time and more money to pursue what’s most important to them. Nick works with clients in Charlotte and around the country, and enjoys swimming, spending time with his wife and two children, and eating large plates of nachos (not concurrently).

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Sidney Divine, CFP®, ChFC, RLP

Divine Wealth Strategies

Atlanta, GA

Client Specialties: Baby Boomers, Engineering Professionals, Established Professionals, Financial Professionals

Quick Bio:

As a Financial Life Planner, Sidney works with clients to help them align their financial realities with the lives they aspire to live. He does this by engaging in a client-centered process that delivers freedom to clients, namely the freedom to pursue life’s passions, wherever they may lead.

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Katie Brewer, CFP®

Your Richest Life

Rockwall, TX

Client Specialties: Attorneys, Gen X, Medical Professionals, Women Professionals

Quick Bio:

Hi. I’m Katie Brewer, and I started Your Richest Life because I believe that young professionals should have access to a financial coach. The financial world looks nothing like it did for our parents, so members of Generations X and Y are creating their own financial paths. I can work with you to relieve stress about money by helping you clarify your goals, identify and eliminate obstacles to those goals, and create an action plan to achieve them. I provide comprehensive financial coaching through fee-only services.

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Don Hance Jr., CFP®, EA

LifeSighted

Pacific Palisades, CA

Client Specialties: Gen Y/Millennials, Tax Planning, Technology Professionals, Work/Life Balance

Quick Bio:

By utilizing our knowledge of personal finance to help people create lives that they love, we believe we can do our part to make the world a happier, more stress-free place. In developing meaningful and long-lasting partnerships with our clients, we find that they are happier, their minds are freer from worry about money, and in turn, they positively impact the lives of the people around them.

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Richard Feight, CFP®, EA

IAM Financial, LLC

East Lansing, MI

Client Specialties: Baby Boomers, Business Owners, Established Professionals, Retirement Planning

Quick Bio:

Hi, my name is Rich. I love organizing things. My background is in finances so I naturally like organizing people’s money. I specialize in helping self-employed business owners and professionals organize their finances so that they can retire on time.

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Kailie Abascal, CFP®

Middleton & Company

Vancouver, WA

Client Specialties: Couples, Gen X, Travel Enthusiasts, Women's Finance

Quick Bio:

Kailie’s passion for personal financial planning started when she and her husband lived and worked in Oaxaca, Mexico after college. Together, they have set personal goals and implemented plans that have allowed them to live in three countries and both coasts of the US, while still pursuing their individual career paths. She works with her clients to help them think creatively about how they too can go wherever their dreams may lead.

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From the Blog

October 18, 2019

Good Financial Reads: Budgeting Basics

Debt Management: Snowflakes, Snowballs, and Avalanches, Oh My!

by Britton Gregory, Seaborn Financial, LLC

Whether you're drowning in student loan debt or just pondering whether to finish paying off your house, most folks these days have to address the issue of debt. While debt's not a bad thing in and of itself, there are a few issues that can make it a knotty problem.

Read the full post →

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You Deserve Trusted Financial Advice.

No Commissions

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No Minimums

CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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Tony Madsen, CFP®

Brian Thompson, CFP®, JD

Anna Sergunina, CFP®

Matthew McGinness, CFP®

Michael Palazzolo, CFP®

Chris Cercy, CFP®

Nick Foy, CFP®

Sidney Divine, CFP®, ChFC, RLP

Katie Brewer, CFP®

Don Hance Jr., CFP®, EA

Richard Feight, CFP®, EA

Kailie Abascal, CFP®

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Good Financial Reads: Budgeting Basics

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