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Client Specialties: Baby Boomers, Family Financial Planning, Holistic Financial Planning, Tax Planning
Quick Bio:
Spencer Financial Planning exists to empower people through financial health. We’re a fee-only, fiduciary firm. We look out for our clients’ best interests and help them make fantastic money decisions.
We help you:
– Make smart financial decisions
– Cultivate good habits with your money
– Navigate the complexities of your finances
Client Specialties: Portfolio Management, Retirement Planning, Tax Planning
Quick Bio:
Lisa graduated Magna Cum Laude, in Finance, at the University of Colorado. She has over 18 years of financial planning experience, 9 of these years with a CPA.
Our Specialties:
TAX Planning – strategic, long-term
Retirement Income Planning
Holistic Portfolio Management
Fee Structure:
Based on assets under management
Best suited to help those planning on retiring within 20 years with investable assets starting at $500k and increasing as near retirement
Hourly consultation not available
Client Specialties: Investment Planning & Management, New Wealth, Retirement Planning
Quick Bio:
Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients’ financial futures, enabling them to focus on what’s really important in life.
Client Specialties: Business Owners, Gen X, Self-Employed Individuals, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Quick Bio:
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors.
I work with individuals and families who are ready to gain greater control over their money and build a life with intention.
I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money.
Client Specialties: Baby Boomers, Christian Faith Based, Coronavirus Relief, Non-Profits & Private Foundations, Public Service Employees
Quick Bio:
This began with a Savings & Loan Association. This organization offered a full range of financial services to its members. As time proceeded, I specialized in the area of investments. I worked in this field for 31 years. And during those years, the S&L was taken over by three different banks. In 2018 I left the last of the banks, US Bank and began to my own firm.
Client Specialties: Dual Income Family, Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Sales Professionals
Quick Bio:
Migration Wealth Management specializes in providing fee-only financial planning and investment management to people in their 30s and 40s.
Your 30s and 40s are a pivotal time in your wealth building journey.
Unfortunately, those in this stage of life have largely been ignored by our industry. We want to help change that.
We’re focused on long-term relationships, not transactions.
A migration is a journey to a better place. We’re here to help you on yours.
Client Specialties: Dentists, Gen Y/Millennials, Medical Professionals, Veterinarians
Quick Bio:
Hi, I’m Ben Dobler, a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent.
As a husband and a father, I’ve personally worked through every step of establishing a comprehensive financial plan for my own family.
Having friends and family members in the medical profession has inspired me to work with young doctors in particular to address their unique needs around student loans, complex benefit packages, and relocating for residency, fellowship, and attending positions.
Client Specialties: Business Executives, Established Professionals, Gen X, Investment Planning & Management
Quick Bio:
At Prana Wealth, we help professionals and executives over age 40 invest smarter, lower taxes and retire earlier.
Client Specialties: Baby Boomers, Christian Faith Based, Investment Planning & Management, Retirement Planning
Quick Bio:
I help Christians to plan for retirement, college and their other financial goals from a Biblical perspective. This involves answering questions like “How much is enough?”, “What’s the right amount to be saving vs spending?” and “Am I going to be okay?”.
Shepherd offers both fee-only financial planning and professional investment management. We will help you navigate the relational, emotional, spiritual, and technical challenges of wealth.
Client Specialties: Business Owners, Gen X, Retirement Planning, Tax Planning
Quick Bio:
I’m a native Oklahoman and I’ve spent the last decade working in wealth management firms before launching 1522 Financial in 2022. Most recently I was Chief Investment Officer of an independent Trust Company. I believe wealth management should be flexible, modern, innovative and simple. When I’m not helping clients craft financial plans, you can find me spending time with my family and friends, playing golf, and playing guitar.
Client Specialties: Career Changers, Coronavirus Relief, Gen X, Military & Veterans, Women in Transition
Quick Bio:
Are you ready? Taking charge of your financial life doesn’t have to be scary or stressful. It can even be exciting. I have walked this journey with many people as they changed careers, changed states or even changed everything. I am ready to help you on your own journey; together we can design and create a wonderful life for you.
Client Specialties: Coronavirus Relief, Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Medical Professionals, Student Loan Debt
Quick Bio:
Specializing in helping Advance Practice Registered Nurses achieve the financial freedom they envision.
From the Blog
June 6, 2023 
How to Fire Your Financial Advisor in 4 Steps
A common question I receive from prospective families that are planning to work with me is, “How do I fire my financial advisor?”
Let’s talk about how you can fire your existing financial advisor.
Some have worked with their financial advisor for decades. Some are family friends. Some were their parent’s financial planners.
If you are unsure how to fire your financial advisor, it can be uncomfortable.
Let’s talk about the steps you’ll need to take and how to make the transition as smooth as possible.
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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.
