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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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Benjamin Schmid, CFP®, CKA®

Ketwich Capital LLC

Malvern, PA

Client Specialties: Christian Faith Based, Established Professionals, Gen X, Investment Planning & Management

Quick Bio:

Ben is the founder of Ketwich Capital LLC (“Ket-Cap”) which serves the financial and investment needs of professionals and families in urban cities. Ben is a CERTIFIED FINANCIAL PLANNER™, a Certified Kingdom Advisor®, and graduated from Rutgers Business School with a Bachelors of Science in Finance.

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Robert Stromberg, CFP®

Mountain River Financial, LLC

Jenkintown, PA

Client Specialties: Gen X, Investment Planning & Management, Women in Transition, Young Professionals

Quick Bio:

I provide fiduciary planning and advice to six-figure earners in their 30s and 40s. My clients are typically busy professionals with families, who have too many demands and not enough time. They want a plan that organizes and aligns their finances with their goals, and a strategy to grow and protect their wealth. Sound familiar? Get in touch and let me help you live a more rewarding life today while responsibly building wealth for tomorrow.

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Harlan Freeman, CFP®, CFA, CPA

BrightPath Financial, Inc.

Chicago, IL

Client Specialties: Attorneys, Business Executives, Gen X, Mid-Career Professionals

Quick Bio:

Combining financial data with human nature to develop meaningful financial, investment and tax planning solutions for my clients.

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Betty Wang, CFP®

BW Financial Planning

Denver, CO

Client Specialties: Gen X, Single Women, Women in Transition, Women Professionals

Quick Bio:

If you are looking for an honest, down-to-earth wealth manager to be your thinking partner and a trusted resource, let’s have a conversation. My passion is helping women feel more empowered and less fearful of their own finances to free up their time and brain space to enjoy their lives.

BW Financial Planning helps women going through a transition like planning for retirement, inheriting money, losing a loved one, changing careers, or getting separated.

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Jason Preti, CFP®

Unleashed Financial LLC

Kirkland, WA

Client Specialties: Dual Income Family, Gen X, Mid-Career Professionals

Quick Bio:

I work primarily with Gen X and Gen Y clients to build goal-based financial plans and implement long term wealth building strategies. Through financial planning and goal building, I help you take control of your finances and create a more secure future.

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Justin Bolmgren, CFP®

Bolmgren Retireplan, Inc.

Chicago, IL

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

Quick Bio:

Justin founded Bolmgren Retireplan in 2013 after a decade of financial planning and executive management experience. He specializes in retirement planning for individuals that work for large & small corporations, business owners and financial planning for families early to middle in their working careers.

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Greg Brown, CFP®

Pathway Financial Planning, LLC

Novi, MI

Client Specialties: Automotive Enthusiasts, Engineering Professionals, Gen X, Technology Professionals

Quick Bio:

Hi, I’m Greg. My mission is to help engineers and technology professionals gain control of their money and build wealth smarter.

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John Cooney, CFP®, EA

Green and Gold Financial Planning

Client Specialties: Government Employees, Military & Veterans, Tax Planning

Quick Bio:

John Cooney, owner of Green and Gold Financial Planning, is a Certified Financial Planner (R) and an Enrolled Agent. As a veteran, he is intimately familiar with the financial opportunities that exist for our service members and focuses his practice on those issues. In addition to his military financial knowledge, John is also focused on tax planning and preparation, and is authorized to represent clients in front on the IRS.

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Luke McCord, CFP®, CSLP®

Greenway Financial Planning, LLC

Cumming, Georgia

Client Specialties: Cash Flow/Budgeting, Christian Faith Based, Gen X, Student Loan Debt

Quick Bio:

I believe individual financial planning is of most value to clients when it is: personal, simplified and affordable. Greenway Financial Planning was built to function 100% virtually. What does this mean, exactly? It means that we have no formal office. Nearly all of our communication with our clients is completed remotely (web-cam, cell phone, electronically). The foundation of how i perform my business and work with others is built upon my firm Christian faith.

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Scott Alan Turner, CFP®

Rock Star Financial

Aledo, TX

Client Specialties: Entrepreneurs, FIRE (Financial Independence Retire Early), Gen X, HENRY (High Earners, Not Rich Yet)

Quick Bio:

We all want financial independence, but most people don’t know if they are on track to get it.

The old school financial pirates and big investing managers, they just can’t get it done.

At Rock Star Financial, we give you a clear and uncomplicated path to freedom. We help you figure out the right plan, and then turn the right plan into your dream lifestyle.

Life is too short to live without FI/RE.

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David Sylvester, CFP®, CFA

CAVU Wealth Advisors, LLC

Walnut Creek, CA

Client Specialties: Gen X, Retirement Planning, Tax Planning, Wealth Management

Quick Bio:

David took an institutional investing career and pivoted his experience to help individuals and families live richly. CAVU was founded in 2009 to help others. We do this through our focus on planning well and investing wisely.

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Matthew Daniel, CFP®, CFA

Columbus Wealth Management

Columbus, OH

Client Specialties:

Quick Bio:

Matthew is CWM’s Co-Founder, Chief Investment Officer and also one of the lead advisors. His passion is working with clients to help them achieve their goals, but also loves analyzing investments and learning something new whenever possible.

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From the Blog

January 18, 2022

Back to Basics: Employee Benefits

8.0 MIN READ

From health insurance to disability coverage and retirement savings, your employee benefits can help you stay on track with your life at work and at home. But did you know that those same work perks can also add stability to your financial plan?

Employers offer benefits to attract skilled workers (like you) and retain their valued employees (also you!). Many workers also stick with their employers to obtain and maintain those benefits. You might be familiar with using insurance to help with the cost of health care or adding to your employer’s 401(k) to earn matching contributions.

Read the full post →

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You Deserve Trusted Financial Advice.

No Commissions

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CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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Benjamin Schmid, CFP®, CKA®

Robert Stromberg, CFP®

Harlan Freeman, CFP®, CFA, CPA

Betty Wang, CFP®

Jason Preti, CFP®

Justin Bolmgren, CFP®

Greg Brown, CFP®

John Cooney, CFP®, EA

Luke McCord, CFP®, CSLP®

Scott Alan Turner, CFP®

David Sylvester, CFP®, CFA

Matthew Daniel, CFP®, CFA

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Back to Basics: Employee Benefits

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