Find an Advisor

You Deserve Trusted Financial Advice.

Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.

No Commissions

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.

Find Your Ideal Financial Advisor

Search by location, specialty, or keyword below.

No advisors were found for your search criteria.

Tip: widen your search radius or search your entire state.

If that doesn't work, not to worry! XYPN Advisors are available to work with clients virtually. Search by either location or interest, whichever is most important to you.

Click here to clear your filters and try again.

David Rae, CFP®, AIF

DRM Wealth Management

Los Angeles, CA

Client Specialties: Gen X, LGBTQIA, Retirement Planning, Small Business

Quick Bio:

David Rae is a Los Angeles Certified Financial Planner™ and Accredited Investment Fiduciary™ with DRM Wealth Management. He is also regular contributor to Advocate Magazine, Huffington Post, Investopedia not to mention numerous TV appearances on ABC, NBC, CBS, KTLA, Fox and Friends, Nightline and even several Bravo shows. He helps smart people across the USA get their financial houses in order and more importantly keep them that way. For more information visit his visit www.financialplannerla.com or follow him on Facebook at www.facebook.com/davidraecfp

View Advisor Profile

Grant Bledsoe, CFP®, CFA

Three Oaks Capital Management

Gold River, CA

Client Specialties: Business Owners, Business Planning, Entrepreneurs, Gen X

Quick Bio:

Grant Bledsoe is a CERTIFIED FINANCIAL PLANNER™, a CFA Charterholder, and the founder of Three Oaks Capital Management. Grant helps his clients conceptualize their ideal life, and then arrange the financial pieces to achieve it. Grant works predominantly with small business owners & entrepreneurs in transition – starting, scaling, or selling their business. He aims to help his clients live better lives by organizing and optimizing their finances.

View Advisor Profile

Susan Soesbe, CFP®, EA

Soesbe Financial

Sacramento, CA

Client Specialties: LGBTQIA, Women in Transition, Women Professionals

Quick Bio:

Susan combines a focus on client service and effective communication with advanced analytical skills to help clients move closer to their goals. As a financial planner and IRS Enrolled Agent, she incorporates tax planning into comprehensive financial planning and investment management. Susan particularly enjoys working with the LGBTQIA community and professional women in life transitions.

View Advisor Profile

Alicia Hudnett Reiss, CFP®

The Business of Your Life

Alexandria, VA

Client Specialties: Family Financial Planning, Gen X, Women Professionals

Quick Bio:

I am a CERTIFIED FINANCIAL PLANNER™ with a Certificate in Financial Planning from New York University School of Professional Studies. I primarily work with professional young women (20s-40s) and young families. I offer virtual, one-time or as-needed financial planning services for a flat fee.

View Advisor Profile

Tom Lo, CFP®, MBA

Vested Financial Planning, LLC

San Carlos, CA

Client Specialties: Engineering Professionals, Equity Recipients (RS/RSU SOP ESPP), Gen X, Technology Professionals

Quick Bio:

Tom Lo is a fee-only financial planner in San Carlos, CA serving the financial planning and investment management needs of Gen X Silicon Valley tech professionals. His firm, Vested Financial Planning, enables clients to make the most out of their employee equity (RSUs, ISOs, NQSOs, ESPP). Tom understands the needs of tech professionals because he worked in Silicon Valley for 20 years before making a career change into financial planning seven years ago.

View Advisor Profile

Liz Sylvan, CFP®, CDFA®

Cultivating Wealth

Brooklyn, NY

Client Specialties: Divorce, Home Buying, Parents

Quick Bio:

Liz works collaboratively with individuals and families to provide guidance in all areas of personal finance including tax planning, retirement planning, investments, estate planning, education funding, and preparing for the purchase of a home or investment property. In addition to general financial planning, as a Certified Divorce Financial Analyst, she helps divorcing individuals and couples make informed financial decisions.

View Advisor Profile

Miguel Gomez, CFP®

Lauterbach Financial Advisors

El Paso, TX

Client Specialties: Entrepreneurs, Gen X, Immigrants, Spanish Speaking

Quick Bio:

¡Hola! Soy Miguel.

Muy probablemente hablas inglés, quizá en tu trabajo lo haces a todas horas. Es posible que prefieras hablar sobre dinero y otros temas sensibles en tu idioma, en español.

Me encanta ayudar a otros inmigrantes a Estados Unidos, como yo, a crear un plan con y para su dinero, un plan alineado con sus valores y sus prioridades, con lo más importante en sus vidas.

View Advisor Profile

Meghan Lape-Lefevre, CFP®, EA

Conscious Impact Financial Planning

Austin, TX

Client Specialties: Coronavirus Relief, Holistic Financial Planning, Non-Traditional Life Path, Socially Responsible Investing (SRI)

Quick Bio:

Prosperity with a Conscience

View Advisor Profile

Lewis K Christman III, CFP®

Christman Financial Advisors LLC

Macungie, PA

Client Specialties: Financial Coaching, Gen X, Retirement Planning

Quick Bio:

Hi my name is Lew. My goal is to help people “Achieve Uncommon Freedom” (however you define it). I educate people as to the pros and cons of the options available to them so that they can make the right decision for themselves and their family. I welcome all that want to achieve that level of freedom. I help you get your financial house in order and stay in working order. I want to help.

View Advisor Profile

Helen Ngo, CFP®

Capital Benchmark Partners, LLC

Atlanta, GA

Client Specialties: Attorneys, Female Entrepreneur, Gen X, Graduate Degree

Quick Bio:

Most people dread sitting down to do their finances, much less talk about it openly. Helen Ngo makes personal finance easy to understand for her clients; more importantly, she strives to make clients feel comfortable in discussing their financial goals and have an engaging experience. With her unique style of financial planning and accommodating way of working with clients, she has been able to expand her business to work with clients in multiple states across the U.S. and overseas. She meets with clients at their home or office, always making sure it’s convenient for the clients. If you want your finances made simple and have the luxury of having your own personal advisor without the high price tag, work with Helen Ngo.

View Advisor Profile

Bobby Cremins, CFP®, CFA®, CKA

Metanoia Financial

Philadelphia, PA

Client Specialties: Christian Faith Based, Gen X, Medical Professionals, Retirement Planning

Quick Bio:

A few quick notes about me:
– I’m a Christian, a husband, and a father, and these are the three titles I hold most dear
– I’m the founder and sole employee of Metanoia Financial. I have a lot of help and wonderful partnerships behind the scenes but my clients work directly with me
– I love people and numbers so I became a financial planner
– I’m really into healthy eating and running

View Advisor Profile

Stanton Burns, CFP®

Oakview Wealth Solutions

St. Charles, MO

Client Specialties: Dual Income Family, Family Financial Planning, Gen X, Young Professionals

Quick Bio:

While I’m not a St Louis native, I am proud to call St Louis my home. I’ve spent over half of my career working for large wealth management firms. Frustrated with seeing needless products and services being pushed onto clients, I made the choice to leave the corporate world to establish an environment that is warm, educational and family focused.

View Advisor Profile

From the Blog

October 30, 2020

Good Financial Reads: Are You Ready for Retirement?

Traditional IRA vs Roth IRA

by Travis Tracy, Fortitude Financial Planning

If you are new to saving and you want to know the right place to start beyond your employer-sponsored retirement plan, then you may want to consider either a Traditional IRA or a Roth IRA. If these terms are foreign to you, then you've found the right blog to read. If you’re familiar with IRAs, then hopefully you’ll learn something that you had not known before. Let's start with the basics: what is an IRA? IRA stands for Individual Retirement Account. The Employee Retirement Income Security Act of 1974 introduced the IRA, while the Taxpayer Relief Act of 1997 introduced the Roth IRA. So what is the difference between these two types of accounts?

Read the full post →

Browse More Articles

Find Advisors by Specialty:

This search is only for consumers.

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.

David Rae, CFP®, AIF

Grant Bledsoe, CFP®, CFA

Susan Soesbe, CFP®, EA

Alicia Hudnett Reiss, CFP®

Tom Lo, CFP®, MBA

Liz Sylvan, CFP®, CDFA®

Miguel Gomez, CFP®

Meghan Lape-Lefevre, CFP®, EA

Lewis K Christman III, CFP®

Helen Ngo, CFP®

Bobby Cremins, CFP®, CFA®, CKA

Stanton Burns, CFP®

Selected search criteria

From the Blog

Good Financial Reads: Are You Ready for Retirement?

Traditional IRA vs Roth IRA

Subscribe to the Blog

Find Advisors by Specialty:

For Advisors

Media

Connect with Us

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

Traditional IRA vs Roth IRA

Subscribe to the Blog

Find Advisors by Specialty:

Find an Advisor

For Advisors

Media

Connect with Us

Loading...

No advisors found!

No advisors were found for your search criteria.

CFP^® Standard