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Client Specialties: Advice-Only, Couples/Partners, Gen Y/Millennials, Newlywed/Engaged
Quick Bio:
Hi, I’m Chandler! I serve as an expert resource and encouraging partner to empower you to make sound money decisions. Through a series of guided meetings over 12 weeks, you’ll receive personalized advice, money management instruction, and financial wellness education. We’ll put your plan into action together, so your financial success never sits on the backburner. I specialize in working with young professionals, couples combining finances, and 1st/2nd generation Americans.
Client Specialties: Baby Boomers, Dual Income Family, HENRY (High Earners, Not Rich Yet), Retirement Planning
Quick Bio:
I am an educator, guide, and protector of wealth to individuals and families that have become frustrated with traditional financial advice. My process is designed to take you from uncertainty to confidence by untangling the mysteries of personal finance.
Client Specialties: Business Owners, Gen X, Medical Professionals, Technology Professionals
Quick Bio:
Oak Street Investment Advisors LLC is a Fee-Only, comprehensive financial planning and investment management firm dedicated to providing transparent, unbiased advice, regardless of income or net worth. We help our clients clarify, plan for and achieve their financial goals while saving them time, money and helping to avoid costly mistakes. Jacob Milder, Certified Financial Planner™ and managing member of Oak Street Investments, uses his nearly 15 years experience in financial services to serve physicians, auto enthusiasts, scientists and other Gen Xers.
Client Specialties: African Americans/Black, Business Owners, Gen Y/Millennials, Women's Finance
Quick Bio:
2nd Story Wealth specializes in helping Small Business Owners, Executives, & Professional women write their own financial story.
Client Specialties: Christian Faith Based, HENRY (High Earners, Not Rich Yet), Tax Planning
Quick Bio:
Offering biblically based financial planning on a virtual or in-person basis. Through a comprehensive financial planning process, your goals will be defined and we will put your money to work to pursue them.
I offer investment management as well as extensive tax planning. Feel free to reach out to learn more via a free introductory phone or video call.
Client Specialties: Business Owners, Pro Bono, Real Estate Professionals, Women Professionals
Quick Bio:
I founded Real Estate Wealth Planning to serve real estate professionals in a radically transparent way. I’m married to a REALTOR® and my goal is to help families build financial life plans that bring you true joy now and in the future; we do that together by deeply exploring “What is the money for?” Finally, as a former teacher, I promise to explain everything about your finances in plain English!
Client Specialties: Baby Boomers, Income Planning, Investment Planning & Management, Retirement Planning
Quick Bio:
Thrive Retirement Specialists is a retirement planning specialist dedicated to delivering a more thoughtful and strategic approach to retirement planning for those nearing or in retirement. We offer a single, flat-fee service entitled ThriveRetire™ that goes far beyond what has traditionally been known as retirement planning. ThriveRetire™ is an engaging ongoing eight-step retirement planning process and investment management service that seeks to……
Client Specialties: Christian Business Owners, Christian Faith Based, Retirement Planning
Quick Bio:
Derek Finley is the owner and founder of Open Door Financial Advisors, a Lubbock, TX fee-only financial planning and investment management firm serving clients locally and nationwide. Open Door works with clients that put faith and family first to develop their mission and provide guidance on their financial journey. Our ultimate goal is to align your money with your values so that you can grow and strengthen your family, church and community.
Client Specialties: Christian Faith Based, College Planning, Gen Y/Millennials, Student Loan Debt
Quick Bio:
Eliminate student loans and invest for your future. Like watching a Sunrise, we want you to feel peace in the present moment and eager for what the future holds.
Client Specialties: Baby Boomers, Investment Planning & Management, Retirement Planning
Quick Bio:
As the founder of JGR Financial Solutions, I provide personal financial planning solutions to young professionals and families. Most importantly, I do so in terms you can understand! Helping you analyze your current situation and developing a plan to reach your goals is my top priority. “”Why?”” you may ask. So you can spend time focusing on what’s most important in your life. Regardless of your stage of life, I believe you should have access to professional financial planning advice.
Client Specialties: Baby Boomers, Financial Life Planning, Retirement Planning, Wealth Management
Quick Bio:
After a decade of financial planning and investment management experience, in January of 2022 I launched my own practice. I am an independent advisor helping clients to plan and invest for their future.
Client Specialties: Business Executives, Entrepreneurs, Family Financial Planning, Gen X
Quick Bio:
Michael G . Rivas is a NAPFA-Registered Financial Advisor and founder of Bienvenue Wealth, a fee-only Registered Investment Advisor (RIA) located in the heart of New Orleans, LA. I founded the firm to provide trusted, conflict-free financial guidance to my clients, serving as a consumer advocate to younger professionals—GenX investors in their 40s and 50s—who are committed to making better financial choices. I focus on building and maintaining your net worth so you can do what you do while you enjoy your family and life’s pleasures.
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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 clients 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.
