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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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Douglas Richardson, CFP®, BFA™

Fair Oaks Financial LLC

Fair Oaks Ranch, TX

Client Specialties: Baby Boomers, Expatriates, Real Estate Professionals, Self-Employed Individuals

Quick Bio:

I have been married for over 35 years and share 7 children with my wife, Susanne. We have 2 grandchildren with another on the way. As a military “brat” I have traveled extensively and have had the opportunity to live in Costa Rica for 7 years working for an off-shore investment company. We love calling Texas and the Hill Country our home and am proud to be an American and live in the greatest country.

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Leah Coleman, CFP®, AAMS®

Orchard Financial Group

Austin, TX

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

Quick Bio:

I’ve dedicated myself to financial literacy and continuing education. I’m passionate about solving intricate financial puzzles with intelligent solutions. With my extensive knowledge base and wide range of experiences, I implement strategies that maintain my clients’ economic well-being. Our purpose at Orchard Financial Group is to support your financial independence by incorporating freedom into your life. By developing a deep-rooted relationship established on honesty, integrity, and open communication, we empower you to fulfill your dreams.

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Arielle Bittoni, CFP®, CFA

Refresh Investments LLC

Santa Monica, California

Client Specialties: Established Professionals, Investment Planning & Management, Women in Transition

Quick Bio:

Creating an environment where we can become more connected, engaged, and interested in our finances will produce better financial decisions for our future. My passion is to create a collaborative environment where you can comfortably engage and discuss solutions that make the most sense to you. By helping to organize and plan out your future, we can reduce stress and anxiety giving you back some of the precious time that I know is so valuable.

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John Mason, CFP®

Mason & Associates

Newport News, VA

Client Specialties: Baby Boomers, Government Employees, Military & Veterans, Tax Planning

Quick Bio:

Fee-only, CERTIFIED FINANCIAL PLANNER™, specializing in retirement, estate, and tax planning for federal employees and successful high net worth individuals.

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Michelle Petrowski, CFP®, CDFA

Being in Abundance

Phoenix, AZ

Client Specialties: Business Executives, Divorced, Gen Y/Millennials, Women in Transition

Quick Bio:

I believe that “wealth is more than money” and financial security allows us the opportunity to have impact. Being in Abundance assists success-minded individuals, family stewards and women experiencing life transitions; focusing on educating women about financial management and taxes, so they can make informed decisions concerning their families, careers, security and personal well-being. As a single mom I understand that life happens. Divorce Financial Analysis is offered to individuals/couples through our sister firm www.BeinMindfulinDivorce.com.

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Curtis Bailey, CFP®, CRPC®

Quiet Wealth Management LLC

Cincinnati, OH

Client Specialties: Dual Income Family, Gen X, Mid-Career Professionals, Retirement Planning

Quick Bio:

I help families make smart financial decisions.
From tax preparation to investment management to mitigating risk, Quiet Wealth is designed to provide you with financial guidance so that you can focus on living your life.

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Paul Sydlansky, CFP®, MBA

Lake Road Advisors

Corning, NY

Client Specialties: Established Professionals, Gen X, Married Couples, Mid-Career Professionals

Quick Bio:

As a parent, you’re no stranger to multitasking. You want to make the most of family life now with travel and experiences you enjoy, without falling behind on preparing for your children’s future. Planning activities, saving for college and retirement, and making sure your finances reach their full potential takes careful planning and attention. Lake Road Advisors is here to help.

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Justin Bolmgren, CFP®

Bolmgren Retireplan, Inc.

Chicago, IL

Client Specialties: Baby Boomers, Income Planning, Investment Planning & Management, Retirement Planning

Quick Bio:

Justin founded Bolmgren Retireplan in 2013 after a decade of financial planning and executive management experience. He specializes in retirement planning for individuals that work for large & small corporations, business owners and financial planning for families early to middle in their working careers.

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Tyler A. Gray, CFP®, CKA®, MBA

SageOak Financial, LLC

Tulsa, OK

Client Specialties: Business Owners, Christian Faith Based, Gen X, Medical Professionals, Pro Bono

Quick Bio:

At SageOak, I help clients free up time to focus on the things that really matter in life, such as faith, family, and friends. While I serve a variety of clients, the folks who typically find my services the most valuable are working professionals, business owners, and near/current retirees who’d like to delegate the stress and headache that usually come from managing their own investments and financial planning needs. You have goals and dreams…let me help you reach them!

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Randall R. Wall, CFP®, MBA

Penn Cove Financial, LLC

Oak Harbor, WA

Client Specialties: Coronavirus Relief, Gen X, Government Employees, Military & Veterans, Women's Finance

Quick Bio:

I retired from the Navy in 1998, but decided in 1985 that I would one day earn the CFP® designation, and help others with their financial decisions. I enjoy helping others navigate complex situations, and have developed expertise with military members (past and present), and those with Washington State Depart of Retirement Systems retirement plans.

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Justin Pritchard, CFP®, PPC®

Approach Financial, Inc.

Montrose, CO

Client Specialties: Baby Boomers, Business Owners, Gen X, Retirement Planning

Quick Bio:

Retirement planning and (optional) investment advice with over 15 years of experience. Get advice on a flat-fee or hourly basis if you prefer to DIY your investing—or ask me about investment management. Get clarity on retirement income, taxes in retirement, Social Security, health care expenses, and more. One-time and ongoing engagements available, and we can work together remotely in most states.

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Danna Jacobs, CFP®, MBA, ADPA

Legacy Care Wealth, LLC

Morristown, NJ

Client Specialties: Entrepreneurs, Gen X, Parents, Young Professionals

Quick Bio:

I work closely with young families, entrepreneurs and those facing life events, to work through the financial decisions they need to achieve their personal goals. I am a wife, mother, volunteer, and business owner who believes that financial planning is a critical component to our overall happiness.

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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.

Douglas Richardson, CFP®, BFA™

Leah Coleman, CFP®, AAMS®

Arielle Bittoni, CFP®, CFA

John Mason, CFP®

Michelle Petrowski, CFP®, CDFA

Curtis Bailey, CFP®, CRPC®

Paul Sydlansky, CFP®, MBA

Justin Bolmgren, CFP®

Tyler A. Gray, CFP®, CKA®, MBA

Randall R. Wall, CFP®, MBA

Justin Pritchard, CFP®, PPC®

Danna Jacobs, CFP®, MBA, ADPA

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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.

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No Sales

No Minimums

CFP® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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Selected search criteria

From the Blog

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