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Client Specialties: Couples/Partners, Gen Y/Millennials, Small Business, Student Loan Debt
Quick Bio:
We view money as a tool to help you live your best life. Our goal is to help you determine and live out your vision so you can enjoy today while also planning for the future. We partner with young couples and families through adoption and fertility planning, student loans, starting businesses, and building to financial independence, along with many other life transitions and goals. Rather than feeling uncertain, you can feel empowered and supported!
Client Specialties: Gen X, HENRY (High Earners, Not Rich Yet), Holistic Financial Planning, Investment Planning & Management
Quick Bio:
Kyle is a CERTIFIED FINANCIAL PLANNER™ and member of the National Association of Personal Financial Advisors. He has sworn to a fiduciary oath of putting clients interests above all else. We work with individuals who are looking for a personal relationship, not a cog in the Big Finance machine. We take a very limited number clients per advisor to make sure clients have access to help with decisions both large and small.
Client Specialties: Entrepreneurs, Family Financial Planning, Gen X, Technology Professionals
Quick Bio:
I love helping busy entrepreneurs and tech professionals with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future.
I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully.
Get in touch to feel the difference.
Client Specialties: Fitness Enthusiast, Gen Y/Millennials, Self-Employed Individuals, Tax Planning
Quick Bio:
I founded Assist FP to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business owner. I’m passionate about helping individuals grow their net worth while building an intentional business and focusing on serving their clients.
Client Specialties: Divorced Women, Widow/Widower, Women in Transition
Quick Bio:
Helping widowed women find financial peace since 2004. After a brief battle with cancer, my father passed away at the age of 50. I had to help my mother sort out and understand her finances for the first time. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother.
Client Specialties: Baby Boomers, Government Employees, Retirement Planning, Tax Planning
Quick Bio:
Fee-only, CERTIFIED FINANCIAL PLANNER™, CPA, and Partner specializing in retirement, estate, and tax planning for government employees and successful high net worth individuals.
Client Specialties: Business Owners, Gen X, Retirement Planning, Technology Professionals
Quick Bio:
Matt Stebnicki understands the challenges of working in Tech while raising a family in the Bay Area. He is a fiduciary and will always put his client’s interests first. He has a proven track record while working for the Bay Area’s top companies and attending our nation’s top universities. Matt Stebnicki will help you and your family achieve your life goal by listening carefully to your needs and designing a financial plan tailored for you.
Client Specialties: Medical Professionals
Quick Bio:
Hi, I’m Andrew Musbach and I’m a co-founder of MD Wealth Management. Our firm helps physicians organize, optimize, and manage their financial lives so they can have peace of mind around their finances and more time to spend on the things they enjoy.
Client Specialties: Attorneys, Entrepreneurs, Gen X, Inherited Wealth
Quick Bio:
Lazetta Rainey Braxton, 2050 Wealth Partners’ Co-Founder and Co-CEO, is on a mission to provide access to financial planning for “the rest of us.” She believes solid financial advice is not just for the 1%. Lazetta focuses on creating a safe place for clients to realize their goals and dreams through wise use of financial resources in a no-shame, no-fear zone. Many of her clients represent thriving professionals, small business owners, and sandwich generation wealth-protectors.
Client Specialties: Charitable Giving, Gen X, Portfolio Management, Trusts
Quick Bio:
Amy is the Founder and Principal Advisor of Radix Financial, LLC and a PhD Candidate at the University of Georgia.
She specializes in estate and investment planning, having served as the Head of Relationship Management for an independent trust company in Oklahoma City prior to starting her own firm in 2015.
Amy also serves on the Board for Heartbeat for Hope, a non-profit organization working to reduce poverty through literacy programs, vocational training, and microfinance.
Client Specialties: Baby Boomers, Women in Transition, Women Professionals, Women's Finance
Quick Bio:
At Clarity Financial Design, we seek to listen, understand, and thoughtfully consider your unique story in order to help you plan for the next step on your path. Our goal is to build life-long relationships with our clients as their trusted financial partner. Whether you are approaching retirement, experiencing a life transition, or just starting out on your journey as an entrepreneur, Clarity Financial Design is here to help you.
Client Specialties: Established Professionals, Gen X, Investment Planning & Management, Retirement Planning
Quick Bio:
Hi, I’m Brittany! I’m an experienced CFP® professional and the Co-Founder of Autumn Financial Advisors, LLC. My husband and I started our firm to help families build a financial future they can be proud of. We are passionate about helping you reach your goals and dedicated to making the planning process as clear and transparent as possible.
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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.
