You Deserve Trusted Financial Advice.
Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.
Find Your Ideal Financial Advisor
Search by location, specialty, or keyword below.
No advisors were found for your search criteria.
Tip: widen your search radius or search your entire state.
If that doesn't work, not to worry! XYPN Advisors are available to work with clients virtually. Search by either location or interest, whichever is most important to you.
Client Specialties: Business Owners, Charitable Giving, Gen Y/Millennials, Women's Finance
Quick Bio:
A native of Oak Park, Illinois, Oak Maple Founder Becky Walsh has been a happy Vermont transplant since 2006. Her love of both places and their signature trees inspired the name Oak Maple: a combination of strength and endurance, and beauty that can be found even in change..
Client Specialties: Gen X, LGBTQIA, New Wealth, Parents
Quick Bio:
I founded Hinman Financial Planning to help people like me: busy members of Gen X who want solid financial advice at a reasonable cost. My focus is on you and your long-term success. A CFP® since 1998, I am committed to providing you with the tools, organization and guidance to help you feel confident in your direction. I use a broad, values based approach for both financial planning and investment management.
Client Specialties: Consultants, Established Professionals, Gen X, Women in Transition
Quick Bio:
You’re doing a lot of things right and you’re successful professionally and in life. My value to you is to be there when you need me, keep you on track and help you avoid landmines.
I have a big brain, an even bigger heart and want to take the worry out of your financial life. I believe it’s the feeling of acknowledgment, the feeling of peace of mind, the feeling of trust that matters most.
Click to learn more.
Client Specialties: Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Travel Enthusiasts, Young Families
Quick Bio:
I help travel loving young families & professionals say YES to travel (or whatever their dream). Balance an adventurous life today with being financially prepared for tomorrow. Go from “One Day” to “Day One” in your journey to financial freedom.
Why younger clients? One word. IMPACT. It’s incredible what’s possible if you make smart financial moves now, not later.
My Mission: To educate, empower, & guide you to a life full of options, not limitations.
Client Specialties: Business Financial Management, Business Owners, Gen Y/Millennials, Small Business
Quick Bio:
I believe entrepreneurs can have the biggest impact in their businesses and in their families when they direct their wealth intentionally.
There is no one-size-fits-all approach to wealth planning, and traditional financial advice often falls flat when it comes to helping family-focused business owners.
Client Specialties: Cash Flow/Budgeting, Christian Faith Based, Gen Y/Millennials, Young Professionals
Quick Bio:
I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances well. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals.
Client Specialties: Baby Boomers, Mid-Career Professionals, Retirement Planning, Young Professionals
Quick Bio:
I am a CFP® professional and the founder of BRJ Wealth Management. I specialize in helping busy individuals and families build, manage, and preserve wealth through proactive financial planning and investment management strategies. With over a decade of experience, I have developed and refined a process designed to help people achieve financial freedom so they can enjoy what matters most.
Amy Barnes, CFP®, CIMA®
Seattle, WA
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), Women in Transition
Quick Bio:
Firebrand Wealth offers both hourly and asset-based-fee advice and guidance, including savings strategies, retirement planning, tax and estate planning, and socially-responsible investment management. I specialize in helping women working in the rough-and-tumble worlds of technology and entrepreneurship. I also help families undergoing big financial changes in their lives, such as a death in the family, divorce, career pivots, sudden wealth, or the burden of caring for parents.
Client Specialties: Established Professionals, New Wealth, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Quick Bio:
Ben Smith, CFP®, CSRIC™, helps individuals and families align their financial plans and investment strategies with long-term goals and core personal values. After working for several investment firms, Ben saw, firsthand, how complex and off-putting investing can be for many people.
His mission is to bring simplicity, transparency and meaning back to financial planning, while incorporating Socially Responsible Investing into portfolios. Learn more about how he can help you Do Well While Doing Good!
Client Specialties: Baby Boomers, Charitable Giving, Christian Business Owners, Christian Faith Based
Quick Bio:
As you journey through life, financial decisions become more complex, and hard to navigate alone. We partner with you to create a financial plan and investment strategy that gives you clarity, confidence, and financial peace.
Client Specialties: Baby Boomers, Biblically Responsible Investing (BRI), Christian Faith Based, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Quick Bio:
I’m Terry O’Grady. I specialize in Biblically Responsible Investing (BRI). Also known as Faith-Based Investing or Values-Based investing, BRI aligns your investments with your values, honors God, and offers an antidote to cancel culture and corporate virtue signaling. Be proud of the companies you own. Put your money where your faith is.
Client Specialties: Baby Boomers, Biotech Professionals, Business Executives, Tax Planning
Quick Bio:
Mark is a CFP® and CPA. This dual certification allows him to provide tax-efficient investment management and financial planning strategies.
He is an alumnus of San Diego State University (’83). When Mark is not in the office, he enjoys spending his time hiking, playing golf, and traveling.
Clearview Financial always puts the interest of the client above all else. Mark assists his clients with short-term and long-term goals and helps them achieve financial freedom.
From the Blog
Find Advisors by Specialty:
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.
