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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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T.J. van Gerven, CFP®

Modern Wealth Builders, LLC

Woburn, MA

Client Specialties: Gen Y/Millennials, Sales Professionals, Technology Professionals, Travel Enthusiasts

Quick Bio:

Hi, my name is Theodore van Gerven, but you can call me TJ!

I’m the founder of Modern Wealth Builders, LLC, an independent financial planning practice located in the Greater Boston area.

At MWB, I help people identify what truly matters to them and show them how to use their money to create the life they want.

I started MWB, so I could remove the complexity behind financial planning and work with hard-working, like-minded professionals.

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Gregory Knight, CFP®

Engage Advising

Oakland, CA

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen X, LGBTQIA

Quick Bio:

Avid traveler, fly fisherman and wine enthusiast. I love financial education and helping others engage with their financial lives. I especially like working on debt management, 401(k) issues, IRAs, private equity awards (RSUs anyone?) and investment allocation. Engaging with your financial life is more than just having a plan.

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Bill Aquila, CFP®

Waypoint Financial

Dublin, PA

Client Specialties: Gen X, Intergenerational Families, Parents, Women's Finance

Quick Bio:

Hi, I’m Bill, and I created Waypoint to help individuals and families around the country become comfortable and successful in their financial lives. We emphasize a holistic and educational approach that focuses on your personal situation and objectives because the conventional investment-focused model so often leaves people overwhelmed, uncomfortable, and underserved. Together, we’ll work towards achieving your goals in a step-by-step process that crafts a road map to financial independence and relieves you of the stress and worry of having to figure it all out on your own.

Waypoint is an independent, fee-only financial planning firm, and we are dedicated to our fiduciary duty to put the best interests of our clients first. We help our clients set and reach financial goals, manage their investment portfolios, evaluate and strategize over their insurance policies, taxes, and estate plans, and of course help them save for the future. In short, if it involves your financial life in some way, shape, or form, we’re here to help.

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Matt Faubion, CFP®

Faubion Wealth Management

Walnut Creek, CA

Client Specialties: Entrepreneurs, Gen X, Startup Founders, Technology Professionals

Quick Bio:

As a millennial wealth advisor myself, I work with the next generation of wealth generators. I am based in the San Francisco Bay Area and offer virtual services for clients all around the country. I have worked with tech founders, executives and small-business entrepreneurs throughout my career. Helping clients bridge their gap to a better financial future is a passion of mine and I would welcome the opportunity to do that with you!

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Narumi Yoshida, CFP®, CPA/PFS, EA

Yoshida Wealth Management, Inc.

New York, NY

Client Specialties: Baby Boomers, College Planning, Japanese Speakers, Tax Planning

Quick Bio:

Hi – I am Narumi Yoshida, the Founder & CEO of Yoshida Wealth Management, Inc. I am a CPA and we provide tax-focused, comprehensive financial planning and investment management services for Japanese Expats in the US, Comprehensive Tax Planning for Professionals and College Financial Planning for parents of college-bound children.

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Michal Skowronski, CFP®

Skylark Wealth, LLC

San Francisco, CA

Client Specialties: Business Owners, Expatriates, Gen Y/Millennials, Parents

Quick Bio:

Your time is valuable, spend less of it on your finances by outsourcing them to Skylark.

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John Bovard, CFP®

Incline Wealth Advisors, LLC

Cleves, OH

Client Specialties: Business Owners, Gen X, Investment Planning & Management, Professional Athletes

Quick Bio:

John helps families by adding clarity and simplicity to their complex financial lives. By being your ongoing partner to advise on the development, implementation and execution of your financial goals.

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Susan Danson, CFP®

New Shore Financial

Wrentham, MA

Client Specialties: Career Changers, Female Entrepreneur, Gen X, Inherited Wealth

Quick Bio:

New Shore Financial is an independent, fee-only, financial advisory firm focusing on professional women in financial transition. We believe women should stay active and educated in their financial life, whether independently or with a partner, and we are committed to helping women understand and take control of their financial life.

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Kevin O’Reilly, CFP®

Foothills Financial Planning

Phoenix, AZ

Client Specialties: Gen X, Technology Professionals, University Employees

Quick Bio:

Foothills Financial Planning is a Fee-Only financial planning firm located in Phoenix, AZ, serving clients locally and across the country. At Foothills, we are held to a fiduciary standard; we must provide objective financial advice that is in the best interests of our clients. Our advice provides ongoing investment management with no incentive to buy specific products. Call today and learn how we can help you make personalized financial decisions that make sense for you.

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Martha S Williams, CFP®, CRPC

Williams Wealth Services

Ann Arbor, MI

Client Specialties: Business Owners, Coronavirus Relief, Financial Coaching, Gen X, Women's Finance

Quick Bio:

You started your own business and you love it! In addition to providing your family with a great income, your company has given you the flexibility and freedom to live the life you imagined. As the demands of your business increase, however, it’s easy to overlook your personal financial needs.

If that sounds like you… then let’s talk!

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Eric Simonson, CFP®, CRPC®

Abundo Wealth

Client Specialties: Cash Flow/Budgeting, Coronavirus Relief, Gen Y/Millennials, Travel Enthusiasts, Young Professionals

Quick Bio:

Our motto is ‘minimize fees, maximize life.’ We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves.

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Lance Beckman, CFP®

ClearWealth

Iowa City, IA

Client Specialties:

Quick Bio:

Lance and his team work with clients and their families across the country. He believes everyone deserves the confidence that comes from having a financial plan with a qualified professional.

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From the Blog

January 26, 2021

What To Look For In A Financial Advisor

7.5 MIN READ

Going into an initial meeting with a financial advisor for the first time can feel a bit like stepping into a cage fight. Your guard is up, but your opponent is a seasoned veteran that does this every day. How do you prepare when the person across from you is highly trained and you may not be? After reading this, you will be armed with all of the resources you need to make it a fair fight.

Who you choose to hire can have an immense impact on the advice you receive, and ultimately how successful you will be in achieving your financial goals. But how do you know who to trust? It comes down to 3 key areas: Fee Structure, Standards of Care, and Education & Experience.

Read the full post →

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You Deserve Trusted Financial Advice.

No Commissions

No Sales

No Minimums

CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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T.J. van Gerven, CFP®

Gregory Knight, CFP®

Bill Aquila, CFP®

Matt Faubion, CFP®

Narumi Yoshida, CFP®, CPA/PFS, EA

Michal Skowronski, CFP®

John Bovard, CFP®

Susan Danson, CFP®

Kevin O’Reilly, CFP®

Martha S Williams, CFP®, CRPC

Eric Simonson, CFP®, CRPC®

Lance Beckman, CFP®

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From the Blog

What To Look For In A Financial Advisor

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You Deserve Trusted Financial Advice.

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No Sales

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CFP® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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From the Blog

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