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Client Specialties: Business Executives, Entrepreneurs, Technology Professionals
Quick Bio:
As a STEM professional, you prefer to manage your own finances, but you want to feel confident you are on the right track. When you partner with Synergos, we provide you with ongoing financial planning, guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations.
Client Specialties: Biblically Responsible Investing (BRI), Christian Faith Based, Gen Y/Millennials, Young Families
Quick Bio:
Foundation Wealth Planning is a fee-only financial planning and investment management firm helping clients virtually from central Kansas and beyond align their Catholic values with their finances. Specifically, we love to help young families with financial planning and biblically responsible investing from a Catholic point of view.
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.
Client Specialties: Baby Boomers, Business Owners, Investment Planning & Management, Retirement Planning
Quick Bio:
The mission of Shepherd Wealth Management is to help everyday Americans live their vision of financial success by utilizing the gifts that God has blessed me with as a CFP® professional. Our purpose is to take 10% of the gross quarterly revenue and invest it into local charities so we can be a blessing to those in need. We are passionate about solving problems and leading clients to greener pastures.
Client Specialties: Established Professionals, Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Technology Professionals
Quick Bio:
New York City based planner with a focus on helping lifelong learners identify, understand and accomplish their financial goals. Let me help you tap into your biggest asset, your self-motivation.
Client Specialties: Business Owners, Cash Flow/Budgeting, Entrepreneurs, Gen Y/Millennials
Quick Bio:
I started my own firm back in 2018 to work with clients just like me: the millennial entrepreneur. I know exactly what it’s like to start your own business and hit the ground running. I focus on what’s real and applicable to you as an entrepreneur and as a business owner. I’d love to learn more about what you have going on. Let’s chat!
Client Specialties: Gen Y/Millennials, Public Service Employees, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), Student Loan Debt
Quick Bio:
Hi, I’m Ethan. I founded Planning for Progress to bring accessible, fee-only financial advice and planning to social justice advocates, public service professionals, and progressives in a wide variety of occupations who want to keep their values in mind as they build a sustainable financial future for themselves and their families. I work with clients in DC, Maryland, and across the country on both an ongoing and one-time basis.
Client Specialties: Business Owners, Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Parents
Quick Bio:
When you look at your life, every decision you make on a daily basis has has an impact on your finances, no matter how you slice it and dice it. Why should you guess at those decisions and make mistakes? You deserve the best guidance.
My mission is to help you make Smart Financial Decisions! To be your helping hand…to be your mentor…your supporter…your cheerleader…your shoulder to cry on…your ear or whatever else you need to help you reach your fullest potential!
We only get one shot at this, so let’s work together to make Smart Financial Decisions!
Client Specialties: Business Owners, Small Business, Widow/Widower
Quick Bio:
Bringing simplicity and transparency to the world of finance and numbers.
We’re not a good fit if you’re looking for big reports, spreadsheets, and stock tips.
However, if you want jargon-free advice on life’s money decisions and want to stop searching the web or social media for answers, I look forward to talking with you to see if we’re a good fit.
Client Specialties: Elder Care Planning, Female Executives, Gen X, Sandwich Generation
Quick Bio:
Stephanie Campos, CFP® is a CERTIFIED FINANCIAL PLANNER™ that has been giving simple-to-follow financial advice to clients across the country for over 16 years. As part of the “sandwich generation” Stephanie has a comprehensive approach to financial planning that includes everything from college funding for her daughter to managing social security and estate documents for her elderly relatives.
Jacob Stalder, CFP®
Navigate Financial Planning LLC
Client Specialties: Advice-Only, FIRE (Financial Independence Retire Early), Gen Y/Millennials, Newlywed/engaged
Quick Bio:
I run an advice only financial planning firm called Navigate Financial Planning located in Cedar Falls, IA, and capable of serving clients virtually. I provide ongoing planning engagements to engaged, newlywed, and young professionals who are looking for their first financial planner. I also serve DIY investors through an hourly/project based option. My goal is to provide you with a transparent, thoughtful, and expectation exceeding engagement to instill confidence in your financial future.
Client Specialties: Business Owners, Intergenerational Families, Investment Planning & Management
Quick Bio:
Our mission is to help clients Create and Preserve Generational Wealth.
We focus on long-term strategic planning that is most helpful for
• Business Owners/ Self-Employed People
• Young Families
• Professionals
• Clients with Aging Parents
• Clients Concerned with Intergenerational Wealth
• Generally, nice people who like to delegate their more complex financial issues.
Free Consultations Available.
From the Blog
March 21, 2023 
Brokered CDs Explained! (Earn Up to 5% Interest!)
10.0 MIN READ
Do you want to know a little personal finance secret that hardly anyone knows about? If you are interested in a safe and higher-yielding investment, there is this secret CD, with rates that are much higher than those you can find through your bank. These secret higher-yielding CDs are called brokered CDs, and you can buy them only through Vanguard, Fidelity, Schwab or any brokerage firm.
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Disclosure
The advisor profiles made available through this find-an-advisor directory (the “Directory”) may be considered to be an endorsement of such advisors as the term “endorsement” is defined in Rule 206(4)-1 of the Investment Advisers Act of 1940 (the “Marketing Rule”). XY Planning Network LLC (“XYPN”) is not a current client of any advisors appearing in the Directory.
The existence and content of an advisor profile is not based on the actual experience of XYPN or any client with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Advisors appearing in the Directory each pay an annual membership fee to XYPN, which is in consideration of a variety of services and benefits provided by XYPN to its advisor members – including the ability to be listed in the Directory. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation.
XYPN encourages prospective clients of advisors listed in the Directory to independently evaluate such advisors based on additional criteria deemed appropriate.
