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

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Gregory Crofton, CFP®, EA

Adap Tax Financial, Inc.

Pleasanton, CA

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Holistic Financial Planning, Investment Planning & Management

Quick Bio:

Greg is a CFP® professional and IRS Enrolled Agent and veteran of the technology industry.

If you work in the technology or healthcare industries and receive equity compensation or are a business owner, he can help you make & keep more of your hard-earned money by leveraging his combined expertise in financial planning, tax law and investing.

He has a degree in business administration from the Haas School of Business at U.C. Berkeley.

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Colin Overweg, CFP®

Advize Wealth Management

Ann Arbor, MI

Client Specialties: Baby Boomers, Retirement Planning, Social Security, Wealth Management

Quick Bio:

HI, I’M COLIN.
I help people make smart financial decisions so they can retire on their terms.
Getting ready to retire in the next 5-10 years?
Lets make sure you are organized, prepared, and ready to make a confident decision!

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Dominic Corabi, CFP®

Wedmont Private Capital

King of Prussia, PA

Client Specialties: Business Executives, Coronavirus Relief, Gen X, Military & Veterans, Ultra High Net-worth

Quick Bio:

Dominic Corabi is co-founder of Wedmont Private Capital. Previously, he was Chief of Staff of the Financial Advisor Services division of Vanguard. Prior to that, he served as an advisor to UHNW families at Credit Suisse. Before his civilian career, Dominic served as an officer in the Marine Corps. Dominic is a graduate of the United States Naval Academy and received his MBA from the Wharton School at the University of Pennsylvania.

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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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Brian Sheahen, CPA, CFP®

Hudson Oak Wealth Advisory

New York, NY

Client Specialties: Business Owners, Equity Recipients (RS/RSU SOP ESPP), Ultra High Net-worth

Quick Bio:

Hi, I’m Brian. I founded Hudson Oak after years of unique experience across high-net-worth wealth management, financial planning, tax and investing in order to provide a more honest, independent, and complete advisory solution.

As a CPA and CFP® we work with a range of clients, including; business owners & startups, equity recipients, high-net-worth families, urban professionals and more as their trusted advisor in all areas of wealth management, financial planning, investments and tax.

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Ian Wild, CFP®

All-Pro Advisors LLC

Warrendale, PA

Client Specialties: Family Financial Planning, Gen X, Pro Bono, Professional Athletes, Young Professionals

Quick Bio:

I founded APA to provide advice to Millennials and Gen Xers who are looking to build wealth by properly managing debt, saving and investing, reducing tax liability, and optimizing cash flow. We use the latest technology to help simplify our clients’ financial life and to keep up with the ever changing financial landscape. We do not sell financial products and our fees are based on your income.

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Brittany Mollica, CFP®, CSLP®

Hilltop Wealth Advisors

Chapel Hill, NC

Client Specialties: Gen Y/Millennials, Medical Professionals, Young Families, Young Professionals

Quick Bio:

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. She primarily works with young professionals and young families, helping them lay the foundation for a successful financial future through holistic financial planning and strategic investment management.

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Michael Gross, CFP®, CPA

Rising Tides Financial, LLC

Needham, MA

Client Specialties: Attorneys, Gen X, Real Estate Professionals, Small Business

Quick Bio:

I founded Rising Tides Financial to help career driven professionals secure their financial future. As a CFP® and CPA with an Masters in Taxation, I understand the complex relationship between personal finances, including investments; and income taxes and pass that benefit along to my clients.

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Erica Blake, CFP®, CFA®

Mountain Flower Investments & Planning

Lafayette, CO

Client Specialties: Business Owners, Non-Traditional Life Path, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

Mountain Flower Investments & Planning is a registered Public Benefit Corporation offering accessible financial advice and socially responsible investments.

The vision statement is to make true financial wellness a reality for everyone and client’s come first with the firm’s independent, fee-only, fiduciary service model.

Currently accepting new clients!

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Robert J Falcon, CFP®, CPA

Falcon Wealth Managers LLC

Concordville, PA

Client Specialties: Biotech Professionals, Business Executives, Gen X, Tax Planning

Quick Bio:

In addition to being a licensed CPA in Pennsylvania and a CFP® Professional, Bob is one of less than 50 professionals to hold the Certified College Financial Consultant (CCFC®) designation from the AICCFC. He holds a BS in Accounting from Villanova University and an MBA from Kenan-Flagler Business School (UNC-Chapel Hill). His career includes 9 years of Big 4 Manager-level tax experience and 15 years of pharmaceutical forecasting experience.

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Lindy Venustus, CFP®

Create, LLC

Client Specialties: Artists & Creatives, Business Owners, Divorced Women, Gen Y/Millennials

Quick Bio:

Simplifying understanding what’s coming in, where it’s going, and setting goals with a mind set that multiple goals can be met at the same time is where I help clients the most. I help people who know everything about what they know; and want help with planning and saving. Share your goals, values, what is comfortable, and we’ll Create your plan.

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Chip Basel, CFP®

Stepping Stone Advisors

Superior Township, MI

Client Specialties:

Quick Bio:

Stepping Stone Advisors’s mission to help you find and/or rediscover your passions and purpose in life. Then financially, allow you to achieve and live that best life you can imagine. How can we help you get started?

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From the Blog

September 24, 2021

Good Financial Reads: The Value of Financial Planning

Why You Should Have a Financial Advisor

by Matthew Paulson, Voyageur Capital Advisors

Heads-up, this is a biased and self-serving post. I make my living as a financial advisor, so I am telling you from the start, read this with a healthy dose of skepticism and actively question any assertion I’ve made; message me directly if you want.

And while today I want to convince you of the merits of hiring someone to help with your finances, it’s equally important to note that all financial advisors are not the same. There are bad actors and some questionable practices out there. When I say you should have a financial advisor, I mean a good advisor; the right advisor. This post will be dedicated to helping you better grasp why an advisor can help. Future posts will focus on choosing the right advisor.

Read the full post →

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You Deserve Trusted Financial Advice.

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Find Your Ideal Financial Advisor

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Gregory Crofton, CFP®, EA

Colin Overweg, CFP®

Dominic Corabi, CFP®

Miguel Gomez, CFP®

Brian Sheahen, CPA, CFP®

Ian Wild, CFP®

Brittany Mollica, CFP®, CSLP®

Michael Gross, CFP®, CPA

Erica Blake, CFP®, CFA®

Robert J Falcon, CFP®, CPA

Lindy Venustus, CFP®

Chip Basel, CFP®

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From the Blog

Good Financial Reads: The Value of Financial Planning

Why You Should Have a Financial Advisor

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You Deserve Trusted Financial Advice.

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CFP® Standard

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From the Blog

Why You Should Have a Financial Advisor

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