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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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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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Matt Johnson, CFP®

Defining Legacy Advisors

Greensboro, NC

Client Specialties: Family Financial Planning, Retirement Planning, Young Professionals

Quick Bio:

I focus on bridging generations to connect families and their finances. I work with retirees who want to make sure their legacy is intact or young professionals trying to build their own legacy, but may find themselves responsible for their parents’. I’ll help you plan for your own goals and discover how those plans may be impacted by those closest to you. I work with clients virtually or in person at my office.

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Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC®

Weiss Financial Group

Mahopac, NY

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

Quick Bio:

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision. By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial trade offs and come up solutions that provide peace of mind.

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Keith McGowan, CFP®

American Advisors, LLC

Newtown, PA

Client Specialties: Financial Coaching, Gen X, Military & Veterans, Parents

Quick Bio:

We are an independent registered investment advisor firm designed to objectively provide advice without conflict of interest. Our mission is to be transparent with our clients and provide advice that is truly in their best interest. We operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal.

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Nancy Nawn, CFP®, CIMA®

WatchDog Planning, LLC

Cherry Hill, NJ

Client Specialties: Divorce, Divorced Women, Gen X, Widow/Widower, Women in Transition, Women Professionals

Quick Bio:

Nancy has over 20 years of experience in the financial services industry. Her education has been focused exclusively on finance demonstrating her deep knowledge, skills and commitment to the financial planning profession. She has helped hundreds of individuals, families and small businesses create strategic roadmaps leading to personal and professional success. Her practice focuses on educating women about financial management, so they can make informed decisions concerning their families, careers, security and personal well-being.

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Dave Grant, CFP®

Retirement Matters, Inc

Barrington, IL

Client Specialties: Baby Boomers, Coronavirus Relief, Educators, Teachers, and Academics, Female Entrepreneur, Single Women

Quick Bio:

I’m British born, a teacher advocate, and lover of all conversations that discuss money and meaning. I have been an advisor since 2007, and hope to make it until 2047. The perfect gift is chocolate.

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Don Martini, CFP®, CFA

Envision Financial Planning

San Francisco, CA

Client Specialties: Baby Boomers, Established Professionals, Holistic Financial Planning, Mid-Career Professionals

Quick Bio:

I recognize the importance of integrating personal financial decisions with quality of life issues as we pass through our life stages. Your vision of a retirement lifestyle needs to have a plan that meets your expectations and adjusts to obstacles that you will encounter along the way.
I decided to start Envision Financial Planning as a way for individuals and families to imagine future possibilities and work towards achieving their life goals.

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Michelle Smalenberger, CFP®

Financial Design Studio, Inc.

Deer Park, IL

Client Specialties: Gen X, Investment Planning & Management, Tax Planning, Wealth Management

Quick Bio:

I have a passion for helping others develop a path to financial success! I have seen in my life the power of having a financial plan while making slight changes of direction from time to time. I am excited to help you start, from whatever point that may be!

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Kaya Ladejobi, CFP®, MBA

Earn Into Wealth Strategies

New York, NY

Client Specialties: Attorneys, Established Professionals, Female Business Owner, Gen X

Quick Bio:

Hello, I’m Kaya Ladejobi and I created Earn Into Wealth to help busy professionals achieve success in their financial and life goals.

I’ve put in the work to earn a financial education so you won’t have to. If you feel like you spent years striving for professional success only to realize you don’t know how to achieve the same success with your money, I can help you.

Earn Into Wealth is a boutique, fee-only financial planning firm serving individuals and families in the NYC/NJ area.

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Susan Soesbe, CFP®, EA

Soesbe Financial

Sacramento, CA

Client Specialties: LGBTQIA, Women in Transition, Women Professionals

Quick Bio:

Susan combines a focus on client service and effective communication with advanced analytical skills to help clients move closer to their goals. As a financial planner and IRS Enrolled Agent, she incorporates tax planning into comprehensive financial planning and investment management. Susan particularly enjoys working with the LGBTQIA community and professional women in life transitions.

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Kevin Burkle, CFP®, CSLP®

HCP Wealth Planning

Jacksonville, FL

Client Specialties: Coronavirus Relief, Gen Y/Millennials, Holistic Financial Planning, Medical Professionals, Student Loan Debt

Quick Bio:

I’m dedicated to helping healthcare professionals nationwide make the best possible financial decisions. This includes but isn’t limited to: 1) Helping you clarify your goals 2) Optimizing your spending and savings 3) Tackling student loan debt 4) Creating and sticking to an investment strategy that gives you the best chance of achieving your goals 5) Maintaining an ongoing and adaptable plan that provides the answers to all of life’s “What Ifs?”

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Chuck Donalies, CFP®

Donalies Financial Planning, LLC

Washington, DC

Client Specialties: College Planning, Coronavirus Relief, Gen X, Parents

Quick Bio:

Chuck Donalies, CFP® provides affordable fee-only financial planning services to anyone in need – not just people with millions of dollars. A personal trainer will get you physically fit; Chuck will get you fiscally fit.

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Rudy Villa III, CFP®, MBA

IMPACT Money Management

San Antonio, TX

Client Specialties: Gen Y/Millennials, Mid-Career Professionals, Minorities, Young Professionals

Quick Bio:

Hello, I’m Rudy Villa III and I am the Founder and Senior Financial Planner of IMPACT Money Management. We are a modern practice designed for serving diverse professionals of the working class.

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From the Blog

December 1, 2020

Income Taxes: 6 Ways to Benefit From Thinking Ahead

5.5 MIN READ

Procrastination is a woe many of us strive to understand and manage. Seasonality may have quite a bit to do with why we put things off. In fact, 76% of shoppers say they put off making holiday purchases right up until Christmas. While you can put gift shopping off until you start hearing holiday jingles, and reap the benefits of a few extra sales, it could be well-worth your time and money to jump on spring, and “tax season,” early!

Read the full post →

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You Deserve Trusted Financial Advice.

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CFP^® Standard

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Find Your Ideal Financial Advisor

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Matt Johnson, CFP®

Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC®

Keith McGowan, CFP®

Nancy Nawn, CFP®, CIMA®

Dave Grant, CFP®

Don Martini, CFP®, CFA

Michelle Smalenberger, CFP®

Kaya Ladejobi, CFP®, MBA

Susan Soesbe, CFP®, EA

Kevin Burkle, CFP®, CSLP®

Chuck Donalies, CFP®

Rudy Villa III, CFP®, MBA

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Income Taxes: 6 Ways to Benefit From Thinking Ahead

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