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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.

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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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Justin Brownlee, CFP®

Brownlee Wealth Management

The Woodlands, TX

Client Specialties: Baby Boomers, Engineering Professionals, Equity Recipients (RS/RSU SOP ESPP)

Quick Bio:

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family’s wealth.

My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. Schedule an intro call at https://www.bwmplanning.com/schedule-appointment

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Andrew Novick, CFP®, JD

The Investment Connection

Bridgewater, NJ

Client Specialties: Gen X, Parents, Socially Responsible Investing (SRI)

Quick Bio:

Andrew Novick is an award winning wealth manager with more than 20 years of experience. Andrew founded The Investment Connection in 2014 in order to provide customized financial planning and investment management services to individuals and families regardless of their net worth, income, or investable assets. His focus is on helping young, growing families and others seeking the right financial path to meet their specific goals.

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Bill Mulvahill, CFP®, CPA

Trailhead Planners LLC

Minneapolis, MN

Client Specialties: Business Executives, Tax Planning, Young Professionals

Quick Bio:

Guiding busy professionals to a confident retirement through holistic, tax-focused financial planning.

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Michael Pappis, CFP®, EA

Amity Financial Planning

Pittsburgh, PA

Client Specialties: Dual Income Family, Gen X, Holistic Financial Planning, Tax Planning

Quick Bio:

Hello! I’m Michael Pappis and I founded Amity Financial Planning in Pittsburgh, PA to provide objective, fee-only financial planning and investment advice to busy individuals and families for a flat fee. As a virtual firm, we can meet with you right in your own home to discuss your financial life goals and dreams. Let’s connect!

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Tyler Reeves, CFP®

Plimsoll Financial Planning

Birmingham, AL

Client Specialties: Educators, Teachers, and Academics, Entrepreneurs, Gen X, Medical Professionals

Quick Bio:

I help clients in the academic and medical fields maximize their financial resources so that they can focus on doing good in the world.

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Paul Schmidt, CFP®

Primary Care Financial Planning

Virtual, MI

Client Specialties: Gen X, Government Employees, HENRY, Medical Professionals

Quick Bio:

I’m Paul Schmidt. After 23 years in the investment industry I started PCF Planning with the goal of providing real clear objective financial advice for medical professionals, university staff and faculty, and government employees. I don’t want to sell you products, I want to help you develop and maintain a plan for your financial health. As a fee only financial advisor I work for you not an investment or insurance company.

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Therese Nicklas, CFP®, CMC

The Wealth Coach for Women, Inc.

Rockland, MA

Client Specialties: Divorced Women, Established Professionals, Financial Independence Retire Early (FIRE), Gen X

Quick Bio:

A fee-only independent financial planning firm committed to empowering women and young professionals with smart money strategies. My customized Passion Inspired, Purpose Driven wealth coaching system helps clients develop confidence that comes from experiencing positive results. My mission is to help you realize your desired outcome with ease.

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Jared Tanimoto, CFP®

Ascent Wealth

Irvine, CA

Client Specialties: Coronavirus Relief, Gen Y/Millennials, Medical Professionals, Outdoor Enthusiasts, Retirement Planning

Quick Bio:

Jared Tanimoto is a Certified Financial Planner practitioner, finance geek, outdoor adventurer, globetrotter, and founder of Ascent Wealth, a fee-only RIA helping clients in their 30’s and 40’s plan their financial future. That’s not giving you a lot of detail, is it? Read more under Advisor Profile.

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Courtney Ranstrom, CFP®, MBA

Trailhead Planners

Portland, OR

Client Specialties: Female Executives, Gen X, Medical Professionals, Socially Responsible Investing (SRI)

Quick Bio:

Courtney Ranstrom and the team at Trailhead Planners collaborate with aspirational women and families to develop, execute, and realize their vision of financial freedom. We have the experience, the tools, and the credentials to fully engage with your monetary needs, but we also have the profound desire and capacity to support you in your life’s journey.

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Levi Sanchez, CFP®, BFA™

Millennial Wealth

Seattle, WA

Client Specialties: Couples, Gen Y/Millennials, Technology Professionals, Young Professionals

Quick Bio:

Levi Sanchez is the Founder of Millennial Wealth, a fee-only Financial Planning firm located in Seattle, WA. Millennial Wealth provides virtual financial planning services and investment management to young professionals, families, and technology industry employees. We help define, track, and hold you accountable towards reaching your financial and life goals.

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Trent DeBruin CFP®, CFA, MBA

MD Wealth Management, LLC

Chelsea, MI

Client Specialties: Financial Independence Retire Early (FIRE), Gen X, Medical Professionals, Retirement Planning

Quick Bio:

Hi, I’m Trent DeBruin and I am a co-founder of MD Wealth Management. I specialize in working with physicians who want help managing their financial lives. By focusing on the full picture, from managing investments to providing detailed financial planning, I help my clients achieve their financial goals while freeing up time and energy for them to spend elsewhere.

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Paul Fenner, CFP®, ChFC®

TAMMA Capital

Commerce Township, MI

Client Specialties: College Planning, Gen X, Holistic Financial Planning, Parents

Quick Bio:

We get you. We understand your challenges of raising strong, independent children, building a business or career, preparing for your future, balancing work and life. We have a devotion to planning finances and life transitions for families like you because we are you.

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From the Blog

July 7, 2020

Trick Yourself to Save Money

5 MIN READ

A client told me, “I’m just trying to save more than 4% of my income!” But then I reminded her, “Well, you used to save 0% of your income, so you’re making progress!”

Saving money is the responsible thing to do … but also the boring thing to do. We know we should save for a rainy day; we should save for retirement; we should save for <insert your reason here>. Yet, can you relate to this thinking?

▶︎ I’ll start saving money tomorrow since I’d much rather purchase that new item now.

Impulse buying and enjoying the moment are natural tendencies for every human. The reward systems in our brains crave immediate gratification. Yet, people who excel at self-control find ways to make their habits easier to follow. And this sometimes means making sure you’re not tempted to make bad decisions.

Read the full post →

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You Deserve Trusted Financial Advice.

No Commissions

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CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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Justin Brownlee, CFP®

Andrew Novick, CFP®, JD

Bill Mulvahill, CFP®, CPA

Michael Pappis, CFP®, EA

Tyler Reeves, CFP®

Paul Schmidt, CFP®

Therese Nicklas, CFP®, CMC

Jared Tanimoto, CFP®

Courtney Ranstrom, CFP®, MBA

Levi Sanchez, CFP®, BFA™

Trent DeBruin CFP®, CFA, MBA

Paul Fenner, CFP®, ChFC®

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Trick Yourself to Save Money

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