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: Political Party Affiliation, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Quick Bio:
Andy started at the bottom, built a successful firm, and sold it to run for Congress. Now, by applying his Democratic values to financial planning, he’s helping clients who want to build a better world. With Andy, you get direct access to a battle-tested confidante who will manage your assets as if they were his own.
Client Specialties: Business Owners, Engineering Professionals, Gen Y/Millennials, Medical Professionals
Quick Bio:
Hi, I’m Daniel Patterson! I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Sweetgrass Financial Planning. I began SFP to provide quality, independent advice for people like you: hardworking professionals in the wealth accumulation phase of life. I’m excited to utilize my experience and passion for personal financial planning to help bring clarity to your current financial picture and get you on your way toward accomplishing your goals!
Client Specialties: College Planning, Family Financial Planning, Gen X, Young Professionals
Quick Bio:
I educate and empower young families for financial success. I can get you on track and organized in your financial life. I am a Certified Financial Planner™ and a CFA Charterholder with over 24 years experience. I help young families like yours make the complexities of your finances understandable through education and unbiased advice. We then collaborate and create a solid financial plan and investment strategy to attain your goals. Let’s start today.
Client Specialties: Charitable Giving, Christian Faith Based, Gen X, Retirement Planning
Quick Bio:
We are a Fee-Only, Registered Investment Advisor, providing comprehensive and fully integrated wealth management services. Demel Gonzalez, CFP® provides the clients of Heartwood Financial Services with high quality investment advice, directed by their unique needs and circumstances, using a fiduciary standard of care while fostering the client-advisor relationship and building a solid portfolio. Heartwood caters to high net worth families and individuals, and is dedicated to delivering personal attention utilizing goal oriented investment strategies.
Client Specialties: Baby Boomers, Business Owners, Real Estate Professionals, Ultra High Net-worth
Quick Bio:
David W. McCary, CFP®, CPWA®, CRI®, MBA, owner and principal of McCary Anheuser Wealth Management, LLC, is a Certified Financial Planner professional with over 20 years’ experience as Co-Founder and Lead Advisor to his family’s virtual family office. He is currently expanding his financial planning and investment advising practice to include doctors, dentists, business owners, commercial real estate owners, and ultra-high net worth families seeking to create family wealth across generations in a tax efficient manner. His practice is virtual and therefore available to clients living in all 50 states; he also provides annual in-person meetings at over 1,000 Regus offices located in most major metropolitan areas.
Client Specialties: Family Financial Planning, Holistic Financial Planning, Young Professionals
Quick Bio:
I am a CERTIFIED FINANCIAL PLANNER™ professional, former naval flight officer, educator, stay-at-home-mom, and nerdy TaeKwonDo athlete. Using comprehensive financial planning, I help clients discover and develop client life legacies that are supported by who they love and what they value. BradfordCrane Company LLC provides financial literacy opportunities so that clients can embark on their individual financial planning journeys from a position of personal power…one financial waypoint at a time. Registered in WA and CA.
Client Specialties: Medical Professionals, Retirement Planning, Student Loan Debt
Quick Bio:
Specialized knowledge is needed to serve physicians including:
– Income-driven repayment plans and loan forgiveness options for student loans
– Where to save after maximizing the employer provided 401(k) or 403(b)
– Ways to minimize lifetime taxes
In addition, this advice should be delivered in a conflict free manner. That is why I’m a fiduciary 100% of the time and don’t receive product commissions.
Client Specialties: Government Employees, Outdoor Enthusiasts, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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.
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.
Client Specialties: Dual Income Family, Gen Y/Millennials, Investment Planning & Management, Young Families
Quick Bio:
I work with families with young kids and dual-income couples about to start their family. Together, we will design and implement a plan that will give you the financial flexibility to be the type of parent you want to be. I’ve been investing since I was 13. I have multiple professional credentials and a fancy-pants MBA.
Client Specialties:
Quick Bio:
Lance and his team work with clients and their families across the country. He believes everyone deserves the confidence that comes from having a financial plan with a qualified professional.
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
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.
