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Client Specialties:
Quick Bio:
Dempsey Investment Management is a Fee-Only® financial planning firm in the Burlington, VT area helping clients build and manage investment portfolios, offering portfolio reviews and providing personalized financial planning. As a Fee-Only® provider, you can be sure all recommendations are made without conflict of interest and are based on your personal needs and goals.
Client Specialties: Baby Boomers, Estate Planning, Retirement Planning, Tax Planning
Quick Bio:
Greg specializes in retirement planning because he enjoys helping clients remain financially secure so that they can make the most out of their retirement. Greg also has an expertise in advising stock option recipients, high net worth individuals, and trusts. Greg has a passion for minimizing clients’ taxes so that they can keep more of their hard-earned money, he enjoys the challenge of incorporating advanced tax planning into holistic financial plans for clients.
Client Specialties: Business Owners, Inherited Wealth, Military & Veterans
Quick Bio:
As a retired Air Force veteran and CERTIFIED FINANCIAL PLANNERTM professional, I provide retired military and veterans ways to live their best lives financially, whether working with aging parents, inherited retirement accounts, charitable donor advised funds, or responsible investing. I help business owners provide financial planning to their employees as a benefit. I provide asset management and serve as a personal consultant delivering tailored financial advice.
Client Specialties: Family Financial Planning, Gen X, Mid-Career Professionals, Retirement Planning
Quick Bio:
In 2012, I launched Retirement Portfolio Partners. I’m have a B.A. in Economics from North Central College (Cardinals Rule!) and a graduate of the Executive Financial Planner program at Bryant University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry.
Client Specialties: Consultants, Sales Professionals, Small Business
Quick Bio:
I primarily work with sales professionals looking for ongoing financial planning surrounding their commission structure, company benefits, and understanding their stock options. Provided with monthly consultations, I help sales reps stay accountable for their progress over time and monitor any adjustments along the way. You worked hard for your hard-earned dollars. Now make them work even harder for you.
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.
Client Specialties: FIRE (Financial Independence Retire Early), Holistic Financial Planning, Investment Planning & Management
Quick Bio:
Hi, I’m Spencer! I founded Rooted Interest to offer affordable, transparent, and impactful services to those in need. Life is hard and finances can be stressful, but I love helping my clients find and live their best lives. As a CFP® professional I have helped many families find financial peace of mind while achieving their dreams. Contact me today to learn how I can help you too!
Client Specialties: Baby Boomers, Charitable Giving, Inherited Wealth, Retirement Planning
Quick Bio:
Steve’s practice focuses on retirement planning for the mountain lifestyle. Do the mountains call you for your dream retirement? Many people, including most of my clients, aspire to retire to the active lifestyle, fresh air and natural beauty of the Colorado mountains. What will it take to achieve that dream?
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.
Client Specialties: African Americans/Black, Gen Y/Millennials, Medical Professionals, Technology Professionals
Quick Bio:
Lamar Watson, CFP®, is a Fee-Only Financial Advisor in the Washington, D.C. area, that works with clients virtually across the country. Lamar’s work with his clients focuses on budgeting, employee benefits, paying down debt, buying their first home, and investing.
Dream Financial Planning is specifically designed to help young professionals and minorities fulfill their dreams. Feel free to schedule a complimentary consultation to learn how we help our clients achieve their goals.
Client Specialties: Estate Planning, Gen X, Government Employees, Retirement Planning
Quick Bio:
Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way.
Client Specialties: Business Owners, Business Planning, Entrepreneurs, Gen X
Quick Bio:
Grant Bledsoe is a CERTIFIED FINANCIAL PLANNER™, a CFA Charterholder, and the founder of Three Oaks Wealth. Grant helps his clients conceptualize their ideal life, and then arrange the financial pieces to achieve it. Grant works predominantly with small business owners & entrepreneurs in transition – starting, scaling, or selling their business. He aims to help his clients live better lives by organizing and optimizing their finances.
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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.
