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Financial advisors with XY Planning Network are fee-for-service and do not earn commissions.

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

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Leo Marte, CFP®, MBA

Abundant Advisors

Huntersville, NC

Client Specialties: Charitable Giving, Christian Faith Based, Investment Planning & Management

Quick Bio:

Leo began his career in the financial services industry in 2008. He often saw inadequate communication, fear of spending, and poorly executed wealth transfers become obstacles for clients to enjoy their life to the fullest.

He was motivated to start Abundant Advisors to combine two of his main passions in life – his faith and sound financial advice. He wanted to offer advice infused with biblical wisdom to help clients change their family tree.

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Brad Bobb, CFP®

Bobb Financial

Springfield, Illinois

Client Specialties: College Planning, Gen X, Government Employees, Medical Professionals

Quick Bio:

I do my best to make my client’s lives easier by helping them through the financial planning process. It is my job to worry about the details of finances so my clients can spend more time doing what they enjoy.

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Katelyn Bombardiere, CFP®

Commas

Bedford, PA

Client Specialties: Gen Y/Millennials, Single Women, Women Professionals, Young Professionals

Quick Bio:

At Commas, we believe that everyone deserves honest advice and transparent fees. We have no account minimums, so you can get started with any amount. Our meetings are casual and approachable.

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Joseph Alfonso, CFP®, ChFC

Aegis Financial Advisory

Lake Oswego, OR

Client Specialties: Baby Boomers, Holistic Financial Planning, Retirement Planning, Tax Planning

Quick Bio:

Joseph Alfonso, CFP®, ChFC, EA, RICP is the founder and owner of Aegis Financial Advisory.

Joe works with pre-retiree couples to help them successfully transition to a life in retirement. He is a certified tax professional and performs “tax-aware” financial planning.

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C. Bradley Bond, CFP®, CFA®

C. B. Bond Financial Planning, Inc.

Client Specialties: Gen X, Mid-Career Professionals, Travel Enthusiasts, Widow/Widower

Quick Bio:

I have been an independent financial adviser for over 20 years. My main focus is helping established families manage increasing financial complexity and competing priorities as careers and children grow. I also have experience with the financial issues of travel workers (my wife is a travel nurse and we are full-time on the road), widows/widowers, and sudden wealth. My practice is fully virtual, and I work with people from all over the U.S.

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Neil Krishnaswamy, CFP®, RICP®

Krishna Wealth Planning

McKinney, TX

Client Specialties: Gen X, Investment Planning & Management, Pro Bono, Retirement Planning, Technology Professionals

Quick Bio:

My passion is helping families live an abundant life now while building a strong foundation for the future. With a background as both a technology professional and wealth advisor, I use a process-based approach to manage the complexity of my clients’ lives and execute the details of their financial and investment plans. My service is ideal for families still accumulating or nearing retirement. We go deep into various issues including retirement, tax, and college planning.

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Matthew Williams, CFP®, RICP

Impact Advisors Group, LLC

Warrington, PA

Client Specialties: Business Executives, Business Owners, Dual Income Family

Quick Bio:

Impact Advisors Group is committed to equipping its clients to make important financial decisions from a position of confidence. We believe that more confident decisions lead to better decisions. We believe that better decisions lead to better outcomes.

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James Ferguson, CFP®

Roan Capital Partners

Johnson City, TN

Client Specialties: Business Executives, Gen X, Medical Professionals, Small Business

Quick Bio:

Roan Capital Partners is a fee-only independent, boutique, registered investment advisory firm focusing on financial planning. We feel that human capital is as crucial as financial capital and trusting relationships are paramount. We focus on prioritizing, planning, and positioning for all our clients specific objectives.

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Robinson Crawford, CFP®

Montebello Avenue

Scottsdale, AZ

Client Specialties: Business Executives, Equity Recipients (RS/RSU SOP ESPP), New Wealth

Quick Bio:

“Plans are worthless, but planning is essential.” – Dwight D. Eisenhower. Greetings – my name is Robinson Crawford (yes, in that order). Established 1990. Grew up in Mississippi, I like basketball and sushi. I’m a CFP® Professional, and my job is to answer expensive questions.

My smart, ambitious clients use my help to organize, interpret, and make great decisions in their financial world.

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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.

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Nicole Brown-Griffin, CFP®, CDFA®

Late Bloom Advising

Norfolk, VA

Client Specialties: Divorce, Divorced Women, Gen X, Women in Transition

Quick Bio:

Late Bloom Advising is a virtual firm that assists women experiencing major life transitions. Through an empathetic and relatable approach, we provide Financial Planning and Investment Management to women & Divorce Financial Analysis to individuals and couples through our sister firm www.latebloomdivorce.com. We educate and support our clients, to get them to the other side and confidently move forward with their financial lives.

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Terry O’Grady, CFP®, CKA®

O'Grady Financial LLC

Tampa, FL

Client Specialties: Baby Boomers, Biblically Responsible Investing (BRI), Christian Faith Based, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

I’m Terry O’Grady. I specialize in Biblically Responsible Investing (BRI). Also known as Faith-Based Investing or Values-Based investing, BRI aligns your investments with your values, honors God, and offers an antidote to cancel culture and corporate virtue signaling. Be proud of the companies you own. Put your money where your faith is.

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From the Blog

October 15, 2021

Good Financial Reads: Best Practices for Investing

Should I Pay Off Debt or Invest?

by Matt Elliott, Pulse Financial Planning

As a financial planner, I get the question “Should I pay off my debt or invest?” all the time. Keeping the money in the bank, paying off debt, or investing may be the best choice depending on your situation. In this article, we’ll examine when each one of these options may make sense depending on your situation.

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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Leo Marte, CFP®, MBA

Brad Bobb, CFP®

Katelyn Bombardiere, CFP®

Joseph Alfonso, CFP®, ChFC

C. Bradley Bond, CFP®, CFA®

Neil Krishnaswamy, CFP®, RICP®

Matthew Williams, CFP®, RICP

James Ferguson, CFP®

Robinson Crawford, CFP®

Miguel Gomez, CFP®

Nicole Brown-Griffin, CFP®, CDFA®

Terry O’Grady, CFP®, CKA®

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From the Blog

Good Financial Reads: Best Practices for Investing

Should I Pay Off Debt or Invest?

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From the Blog

Should I Pay Off Debt or Invest?

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