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.
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.
Client Specialties: Consultants, Sales Professionals, Small Business
Quick Bio:
I primarily work with sales professionals looking for ongoing financial planning surrounding their commission structure, company benefits, and understanding their stock options. Provided with monthly consultations, I help sales reps stay accountable for their progress over time and monitor any adjustments along the way. You worked hard for your hard-earned dollars. Now make them work even harder for you.
Client Specialties: Divorced, Gen X, Special Needs, Young Professionals
Quick Bio:
I fell in love with financial planning. What I discovered over the tenure of my experience is that my passion truly lies in the impact I am blessed to make in people’s lives. I love witnessing the immediate relief my clients experience when they understand their financial situation and peace of mind that comes with having clear direction. My mission is to bring that emotion to clients of all ages and transitions.
Client Specialties: Baby Boomers, Career Changers, Coronavirus Relief, Pro Bono, Women in Transition, Work/Life Balance
Quick Bio:
Laura Rotter founded True Abundance Advisors for people navigating big life transitions and preparing for the next chapter of their lives. Laura believes that the accumulation of wealth is only part of the financial planning process, and that true abundance comes from learning how to employ that wealth to do the things you most value. After a successful career on Wall Street, Laura now partners with clients to achieve both financial security and life satisfaction.
Client Specialties: Gen Y/Millennials, Outdoor Enthusiasts, Tax Planning, Technology Professionals
Quick Bio:
My focus is on people in tech. I work with folks from start-up companies (series B to tender offer to IPO) as well as large tech employees (ex. Google, Microsoft & Amazon). The most common things we help people with are stock options decisions, stock compensation analysis, buying homes / real estate investments, optimizing taxes & investment strategies, early retirement & making sure you are on the right track financially.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Home Buying, Student Loan Debt
Quick Bio:
Hi, I’m Justin. My primary focus is helping my peers who have over $100,000 in federal student loans create a plan to minimize loan payments and save taxes while also investing for their future. I want you to feel confident that you can take care of your student loan burden without sacrificing other important financial goals like buying a home, starting a family, or saving for retirement.
Client Specialties: Engineering Professionals, Mid-Career Professionals, Scientific Professionals
Quick Bio:
New Heights Planning specializes in oil and gas professionals in their 30s and 40s.
Our Financial Independence Framework combines modern financial planning and investment management to help you reduce your taxes, invest smarter, and become financially independent.
As a CFP® professional and former Shell employee, I am uniquely positioned to best serve oil and gas professionals and their families.
Amy Barnes, CFP®, CIMA®
Seattle, WA
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), Women in Transition
Quick Bio:
Firebrand Wealth offers both hourly and asset-based-fee advice and guidance, including savings strategies, retirement planning, tax and estate planning, and socially-responsible investment management. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents.
Client Specialties: Attorneys, Female Entrepreneurs, Gen X, Graduate Degree, Pro Bono
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.
Client Specialties: Business Executives, Business Owners, Christian Faith Based, Gen X, Tax Planning
Quick Bio:
Robert Stoll is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) serving the financial planning and investment needs of clients through Financial Design Studio (“FDS”). As Chief Investment Officer of FDS, he oversees all client investments, including asset allocation, trading, and rebalancing.
Client Specialties: Established Professionals, Gen X, Investment Planning & Management, Retirement Planning
Quick Bio:
Hi, I’m Brittany! I’m an experienced CFP® professional and the Co-Founder of Autumn Financial Advisors, LLC. My husband and I started our firm to help families build a financial future they can be proud of. We are passionate about helping you reach your goals and dedicated to making the planning process as clear and transparent as possible.
Client Specialties: Gen Y/Millennials, Holistic Financial Planning, Young Families
Quick Bio:
Hussmen Financial serves many types of clients. We use a holistic financial planning approach to look at all aspect of our clients life, and build a clear path towards financial success. We help young families/professionals navigate their finances, and take the stress out of it. We strive to provide clear direction, and education for our clients. No question or concern is too small for us to address. Get in touch!
Client Specialties: Baby Boomers, Educators, Teachers, and Academics, Financial Life Planning, Retirement Planning
Quick Bio:
To me, living a rich life is more about who you are, what your vision is, and being able to pursue your dreams, rather than how much money you have. As a financial planner, my goal is to help my clients restore order in their lives so they can achieve financial peace and enjoy a better quality of life.
From the Blog
May 30, 2023 
Can You Name Overseas Guardians For Your Minor Kids?
Who to name as a guardian for your kids is one of the more emotionally stressful areas of creating a will for any parent. It becomes a big issue for foreign-born families when they want to consider overseas guardians.
The post 6 reasons why you need an estate plan even if you are a millionaire, details all the reasons you need to complete an estate plan.
Find Advisors by Specialty:
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 clients 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.
