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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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Matthew Daniel, CFP®, CFA

Columbus Wealth Management

Columbus, OH

Client Specialties:

Quick Bio:

Matthew is CWM’s Co-Founder, Chief Investment Officer and also one of the lead advisors. His passion is working with clients to help them achieve their goals, but also loves analyzing investments and learning something new whenever possible.

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Joe Morgan, CFP®, CFA®

Best Financial Life

Danville, CA

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.

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Brian Face, CFP®, CRPC®

Face 2 Face Planning

Portage, MI

Client Specialties: Career Changers, Charitable Giving, Gen Y/Millennials, Retirement Planning

Quick Bio:

I am Brian Face, a Certified Financial Planner® and Founder of Face 2 Face Financial Planning. I focus on helping clients go from where they are to where they want to be, so they can focus on what matters most in their life.

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Rick Spillane, CFP®, CPA

Spillane Financial Planning, Inc.

North Redding, MA

Client Specialties: Business Owners, Entrepreneurs, Gen X, Technology Professionals

Quick Bio:

I focus on helping Gen Xers regain control over their finances so they can live a better life. This is a collaborative relationship where I provide guidance, analysis and education, you provide information about your finances, what’s important to you and what you want to accomplish, and together we figure out how to get you on the path to financial freedom. I will use my knowledge, experience, and insight to help you live the life you want.

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Patrick Logue, CFP®, CSLP®

Prudent Financial Planning LLC.

Naples, FL

Client Specialties: Gen Z, Optometrists, Student Loan Debt, Veterinarians

Quick Bio:

I have seen firsthand the impact that debt can have from a financial and emotional perspective. My goal is to help young professionals get out of debt and start putting their money to work for them. I want to share my financial knowledge and help others achieve financial freedom.

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Austin Lee, CFP®, MBA

Lee Financial Group LLC

Ladera Ranch, CA

Client Specialties: Dentists, Equity Recipients (RS/RSU SOP ESPP), Gen X, Medical Professionals

Quick Bio:

Austin founded the company in order to serve medical professionals who dedicate their lives to improving the life of others but do not have the time to take care of their financial health.

As a Certified Financial Planner™, Austin help guides his clients to find the best path towards their goals through financial planning, managing their investments, and lowering their tax liabilities.

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Cecil Staton, CFP®, CSLP®

Arch Financial Planning, LLC

Macon, GA

Client Specialties: Dentists, Gen Y/Millennials, Medical Professionals, Student Loan Debt

Quick Bio:

I’m the founder of Arch Financial Planning, LLC, a fee-only firm that guides high-earning white coats with student loans and families within 10-years of retirement to financial success.

I specialize in helping dentists with student loans become practice owners, public service loan forgiveness (PSLF) for physicians, and residents transitioning to private practice with student loans.

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Zack Swad, CFP®, CWS®

Swad Wealth Management

Santa Rosa, CA

Client Specialties: Baby Boomers, Financial Life Planning, Investment Planning & Management, Retirement Planning

Quick Bio:

Are you overwhelmed by retirement planning? Concerned about your money lasting the rest of your life?

You’re not alone.

Many people have felt the same way, but after going through our “Prepare for Retirement” process, they felt financially confident knowing they are investing appropriately, not overpaying taxes, and generating the income they need.

With over 10 years experience, I have created over 600 retirement plans and look forward to helping you too.

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Victor Gersten, CFP®, EA

Cross Border Wealth Advisors

Client Specialties: Cross-border Planning, Expatriates, FIRE (Financial Independence Retire Early)

Quick Bio:

I grew up in Mexico City in a household with a single mother. Thus, I have a passion for seeing women succeed financially.
I focus on individuals who are working toward early Financial Independence and to Retire Early (F.IR.E.). Also, I specialize in working with Americans who either live full or part-time abroad, particularly in Mexico.

With 13 years of experience in the financial services industry, I am prepared to help you achieve your financial goals

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Colin Zizzi, CFP®, AIF®

Zizzi Investments

Mechanicsburg, PA

Client Specialties: Business Owners, Professional Athletes, Young Families

Quick Bio:

Zizzi Investments works with athletes, families, and business owners who know that real wealth is about so much more than money: it’s about achieving growth in every part of life. We believe how we invest resources like time, energy, and attention is just as important as where we put our money. Our approach helps you get intentional about bringing your wealth and values into alignment.

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Nick Reilly, CFP®, CDAA

One Day Advice

Seattle, WA

Client Specialties: Cryptocurrency, Gen Y/Millennials, Technology Professionals

Quick Bio:

To build and manage your wealth in this digital age, you need an advisor who knows how to capitalize in a continuously evolving landscape.
Extensive experience working with high-income earners in tech & healthcare who have equity-based compensation, experienced inherited wealth, or are business owners/executives. Bonus: I’ve worked in the tech sector as a consultant and advisor. As a Certified Digital Asset Advisor (CDAA), I know how to capitalize on and talk all things crypto.

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Amy Rosenow, CFP®, CFA

Fearless Financial Planning

Chicago, IL

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Family Financial Planning, Women Professionals

Quick Bio:

Amy Rosenow is an entrepreneur, financial industry veteran, hedge fund and angel investor, passionate working mom, and philanthropist.

Amy is the founder of Fearless Financial Planning, an advice-only financial planning and education firm focused on women, families, and entrepreneurs. She founded Financial Fearless in 2021 after working in financial services for over twenty years.

She wants to learn how you define wealth and help you work to create enough to live your most fearless life.

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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.

Matthew Daniel, CFP®, CFA

Joe Morgan, CFP®, CFA®

Brian Face, CFP®, CRPC®

Rick Spillane, CFP®, CPA

Patrick Logue, CFP®, CSLP®

Austin Lee, CFP®, MBA

Cecil Staton, CFP®, CSLP®

Zack Swad, CFP®, CWS®

Victor Gersten, CFP®, EA

Colin Zizzi, CFP®, AIF®

Nick Reilly, CFP®, CDAA

Amy Rosenow, CFP®, CFA

Selected search criteria

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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Find Advisors by Specialty:

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