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Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.

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Financial advisors with XY Planning Network are fee-for-service and do not earn commissions.

No Sales

Our advisors are focused on providing financial planning services — not on selling unnecessary products.

No Minimums

We believe everyone deserves professional financial advice, regardless of age or assets.

CFP^® Standard

Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.

Sworn Fiduciaries

Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.

Virtual Services

Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.

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Michael Solari, CFP®

Solari Financial Planning

Bedford, NH

Client Specialties: Engineering Professionals, Gen X, Medical Professionals

Quick Bio:

Hi, my planning practice focuses on physicians and engineers accumulating wealth. Through the years I have learned the need to balance tax strategies & retirement planning with personal lives.You have worked hard to get where you are today and we’ll work just as hard to secure your future. I love collaborating with my clients to create their customized financial plan. I also think pricing should be upfront and honest. That’s why we offer flat fees for all of our services. Oh, and in my free time I love to travel with my family.

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Kaysian Gordon, CFP®, CPA

Kaysi Gordon Financial Planning

Valley Stream, NY

Client Specialties: African Americans, Christian Faith Based, Gen Y/Millennials, Women in Transition

Quick Bio:

I have a desire to help women with their financial lives, taking complex financial topics, and simplifying it, while making it relevant to their lives.

I serve women of faith who are going through transitions – whether through career changes, planning for retirement, retired, recently divorced or sadly, widowed. I empower you by creating a financial path forward, so that you can have a roadmap and a guide to your destination of financial freedom.

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Vid Ponnapalli, CFP®, MS

Unique Financial Advisors, LLC

Holmdel, NJ

Client Specialties: Gen X, Medical Professionals, Mid-Career Professionals, Tax Planning

Quick Bio:

Vid Ponnapalli is the owner of Unique Financial Advisors & Tax Consultants, a New Jersey-based Fee-Only Financial Planning firm serving clients in NJ/NY area, and across the country. Vid provides customized Financial coaching, Investment Management, and Tax services for Busy, Mid-career Professionals. After a 20+ years career in financial services industry, Vid launched Unique Financial Advisors in 2014 with a mission to become a one-stop shop financial coach for younger clients.

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Alex Perkins, CFP®

Perkins Wealth Advantage

Fishers, IN

Client Specialties: Baby Boomers, Estate Planning, Retirement Planning, Ultra High Net-worth

Quick Bio:

Your financial plan tailored just for you. We do comprehensive wealth & legacy planning for wealthy families, retirees (and soon-to-be retirees), and business owners.

My personal attention to helping you plan and to make smart financial decisions will give you peace of mind. That’s why I used the words “Wealth Advantage” in naming my business since I am confident my services will provide you with an advantage over other financial advisory firms.

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Jeff McDermott, CFP®, CSLP®

Create Wealth Financial Planning, LLC

Saint Johns, FL

Client Specialties: Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Student Loan Debt, Young Professionals

Quick Bio:

I founded CWFP to meet the needs of young professionals and young families who are eager to put a solid plan in place early, and watch it compound for decades to come.

We will work together to define your ideal life early enough for us to take action to allow you and your family to enjoy it. No minimum assets are required to work with CWFP.

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Brandon Amaral, CFP®, EA

Amaral Financial Planning

San Jose, CA

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Tax Planning, Young Professionals

Quick Bio:

I’m Brandon Amaral, a fee-only CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent. I’m based in San Jose, CA but work with clients virtually all around the country.

I provide personal finance and tax planning advice to clients of all ages and backgrounds, specializing in first-time home buyers and tech workers.

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Jordan Nietzel, CFP®, CFA

Trek Wealth Planning

Columbia, MO

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Young Families, Young Professionals

Quick Bio:

Do you wonder if you’re on track to hit your financial goals? Do you want to gain freedom from the constant worries about money? We help families in their 30s and 40s make smarter money decisions so they can spend more time on the truly meaningful things in life.

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Daniel Colston, CFP®

Upward Financial Planning

Roanoke, VA

Client Specialties:

Quick Bio:

We specialize in helping you plan for retirement. We help both retirees, pre-retirees, and young professionals grow their wealth and plan for lifestyle needs in retirement by crafting a comprehensive financial plan for investments, insurance, tax mitigation, retirement, and estate planning.

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Gordon Achtermann, CFP®, CSRIC

Your Best Path, LLC

Fairfax, VA

Client Specialties: Baby Boomers, Government Employees, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), Technology Professionals

Quick Bio:

Your life is complicated.
I specialize in helping families navigate the complexities of their peak earning years. Together, we will:
1. Organize your finances,
2. Protect and grow your assets,
3. Give peace of mind that you are on Your Best Path.
Only then can you focus on what you do best and what matters most to you.
We serve clients from coast to coast, providing comprehensive financial planning, retirement planning, and investment management.

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Courtney Barnes, CFP®, CSLP®

Gallant Financial Planning, LLC

Rockville, MD

Client Specialties: Gen Y/Millennials, Government Employees, Mid-Career Professionals, Student Loan Debt

Quick Bio:

Gallant Financial Planning provides a range of services and options to help you organize your financial life, take advantage of your opportunities, mitigate your risks, and ensure your wealth is working hard for you so you can live the life you want. We’ll take the burden off your shoulders and make sure you not only have a sound plan, but also a safe space to share your thoughts, concerns, and hopes for your money.

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Sam Erdman, CFP®, CWS®

Anchor Wealth Advisors

Cockeysville, MD

Client Specialties: Christian Faith Based, Portfolio Management, Wealth Management

Quick Bio:

Sam Erdman is an experienced financial advisor who loves helping people to be wise and generous with their money.

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Ryan Cole, CFP®

Citrine Capital

San Francisco, California

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), FIRE (Financial Independence Retire Early), Technology Professionals

Quick Bio:

Ryan began investing at the age of 18 while earning his degree in business and management of technology at Clarkson University. Through his studies and over 15 years of investment experience, Ryan became a firm believer in tax-efficient investing and low-cost portfolio management. His financial know-how eventually led him to be a resource for friends and family, and he quickly discovered his passion for helping others with financial planning and investing.

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From the Blog

January 31, 2023

How to Combine Finances After Marriage (4 Key Steps)

6.0 MIN READ

Are you thinking about combining finances with your spouse or soon-to-be spouse? We are going to share 4 key steps that you and your spouse can take to effectively combine your finances. These 4 steps can also help avoid money disputes and help you be on a path to achieving your common financial goals. I’m actually getting married this month so I will personally share what me and my fiancée plan to do. At the end, I’ll share a bonus tip that we tell our clients, which can lead to less fighting about money, and hopefully a happier marriage. With honest communication and a plan, you can tackle finances together as a team.

Read the full post →

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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.

You Deserve Trusted Financial Advice.

No Commissions

No Sales

No Minimums

CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

No advisors were found for your search criteria.

Michael Solari, CFP®

Kaysian Gordon, CFP®, CPA

Vid Ponnapalli, CFP®, MS

Alex Perkins, CFP®

Jeff McDermott, CFP®, CSLP®

Brandon Amaral, CFP®, EA

Jordan Nietzel, CFP®, CFA

Daniel Colston, CFP®

Gordon Achtermann, CFP®, CSRIC

Courtney Barnes, CFP®, CSLP®

Sam Erdman, CFP®, CWS®

Ryan Cole, CFP®

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From the Blog

How to Combine Finances After Marriage (4 Key Steps)

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You Deserve Trusted Financial Advice.

No Commissions

No Sales

No Minimums

CFP® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

No advisors were found for your search criteria.

Selected search criteria

From the Blog

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