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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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Joseph McMahan, CFP®, AWMA®

Civitas Financial

Louisville, KY

Client Specialties: Baby Boomers, Investment Planning & Management, Portfolio Management, Retirement Planning

Quick Bio:

Civitas Financial aims to democratize the private wealth management experience, delivering a superior standard of service to each of our clients, no matter the size of their investment portfolio.

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Chris Chen, CFP®, CDFA

Insight Financial Strategists LLC

Waltham, MA

Client Specialties: Cross-border Planning, Divorce, Gen X, Retirement Planning

Quick Bio:

I help people with challenging life transitions such as retirement income planning, expatriation, and divorce financial planning.

I believe that a strong life and financial plan makes other wealth decisions much easier. As a CFP® professional, I work with my clients’ own legal and tax advisers to build cost-effective and tax-efficient strategies to help achieve your long term financial goals.

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Lea Ann Knight, CFP®

Better Money Decisions

Santa Fe, NM

Client Specialties: Family Financial Planning, Female Business Owner, Gen X, Retirement Planning

Quick Bio:

I recognize that clients need help navigating change. Marriage, divorce, widowhood or retirement can have a profound financial effect on client’s lives. Understanding the whole picture, not just the investment portfolio, is how we approach every client relationship.

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Ben Wacek, CFP®

Wacek Financial Planning, LLC

Minneapolis, MN

Client Specialties: Christian Faith Based, Gen Y/Millennials, Pastors, Retirement Planning

Quick Bio:

Ben Wacek CFP®, is a fee-only, Certified Financial Planner who helps his clients steward their resources in a meaningful way for an affordable price. He uses Biblical principles as he works with his clients to budget, save, and give their money in a way that matches their goals.

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Alex Doll, CFP®, CFA®

Anfield Wealth Management

Cleveland, OH

Client Specialties: Baby Boomers, Consultants, Investment Planning & Management, Offers Free Assistance to Furloughed Government Workers, Retirement Planning

Quick Bio:

Fee Only, Fiduciary, and client focused advisor. As a CFA and a CFP(r) I specialize in retirement planning and investment management.

I spent the last six years managing over $250 million and creating hundreds of retirement plans, but I started Anfield to focus on a smaller group of clients to give them the attention and customization they deserve.

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Ben Henry-Moreland, CFP®

Freelance Financial Planning

Omaha, NE

Client Specialties: Artists & Creatives, Consultants, Gen Y/Millennials, Self-Employed Individuals

Quick Bio:

I founded Freelance Financial Planning on the idea that nobody should have to sacrifice financial security to do what they love for a living. As a former professional opera singer, I’ve been there before.

You turned your passion into a career by refining your skills and using them to earn a living, so crunching numbers isn’t the most meaningful use of your time.

I help self-employed people make the most of their work and achieve a secure financial future.

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Tripp Yates, CFP®, CPA/PFS

Eaglestrong Financial

Memphis, TN

Client Specialties: Business Owners, Gen X, Medical Professionals

Quick Bio:

Tripp Yates, CPA/PFS, CFP® is the founder of Eaglestrong Financial. With over 10 years of experience in financial planning and investment management, Tripp wants to help you organize your finances, reduce taxes, and invest wisely. Eaglestrong Financial is a fee-only fiduciary financial planning firm with an investment philosophy based on diversification, utilizing low-cost investments and prioritizing tax efficiency. Tripp encourages you to utilize the strength of a financial planner so you can focus on your own skills and passions. He wants to listen to your dreams and create a path to help you reach them.

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Donovan Brooks, CFP®, CKA®

Storyline Financial Planning LLC

Saint Joseph, MO

Client Specialties: Christian Faith Based, Gen Y/Millennials

Quick Bio:

I get the privilege of serving Christians in their 20s, 30s, and 40s live meaningfully within the greatest love story ever known. Right now there’s a lack of personal financial advice given through a biblical worldview and I get the honor of bridging the gap between personal finances and biblical stewardship.

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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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Shaun Erickson, CFP®

Single Point Partners

Boston, MA

Client Specialties: Business Executives, Gen X, HENRY, Intergenerational Families

Quick Bio:

Single Point provides context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions. At Single Point we strive to provide year-round decision and operational support of your family’s financial responsibilities delivered by your Personal CFO.

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John Robert Holman, CFP®, CFA

Holman Wealth Management

Dallas, Texas

Client Specialties: Attorneys, Business Owners, Entrepreneurs, Gen X

Quick Bio:

You’re smart. You want somebody you can exchange ideas with. You want real wealth. You know how much you need to feel comfortable. You want someone who can get you there, someone good with markets. You don’t want to watch your account decline; you want an active advisor. Call me. Email me. Get moving.

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Patrick Logue, CFP®

Prudent Financial Planning LLC.

Naples, FL

Client Specialties: Attorneys, Dentists, Endurance Athletes, Offers Free Assistance to Furloughed Government Workers, Student Loan Debt

Quick Bio:

I started Prudent Financial Planning to help families like mine: Gen X families who are trying to save for their kids’s college while saving for Retirement. Some of them are still paying off their own college loans. I have successfully passed the CFP® exam, Series 7 exam and my state Insurance Exam. On top of that, I took the Capstone College Planning Courses and I host FREE College Planning Seminars at local high schools. Let me put my 25 years of experience in Financial Services to help you take control of your finances.

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From the Blog

November 19, 2019

Becoming Poor on Purpose

4 MIN READ

99% of the time, when clients sit with us and go over their finances, they are happy to see increases in their net worth, and disappointed to see decreases.

Sometimes, however, folks come in with the complete opposite objective. Every once in a while, someone seeks strategies for decreasing their net worth. What follows is a lot of conversation, soul searching and discussion around strategies and the ethics that surround them.

Read the full post →

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You Deserve Trusted Financial Advice.

No Commissions

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No Minimums

CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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Joseph McMahan, CFP®, AWMA®

Chris Chen, CFP®, CDFA

Lea Ann Knight, CFP®

Ben Wacek, CFP®

Alex Doll, CFP®, CFA®

Ben Henry-Moreland, CFP®

Tripp Yates, CFP®, CPA/PFS

Donovan Brooks, CFP®, CKA®

C. Bradley Bond, CFP®, CFA®

Shaun Erickson, CFP®

John Robert Holman, CFP®, CFA

Patrick Logue, CFP®

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From the Blog

Becoming Poor on Purpose

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