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: Gen Y/Millennials, LGBTQIA, Women's Finance, Young Families
Quick Bio:
About Robin Snell, CFP®, EA Fueled by my passion for understanding people and the nuances of personal finance, I feel fortunate to help others achieve their aspirations. Learning is a lifelong venture, and educating others comes full circle. I am a strong proponent of women helping women with the understanding that empowered women empower women. […]
Client Specialties: Charitable Giving, Gen X, Travel Enthusiasts
Quick Bio:
Daniel D. (Dan) Joss, MBA, CFP®, RLP®, CKA® believes in enjoying a simple, generous, relaxed, and active lifestyle. So, after developing his own life plan, Dan with his wife Robin, and their three children decided to make Williamsburg, Virginia, their home. Dan founded Joss Financial Group, LLC in Williamsburg in 2015.
Client Specialties: Advice-Only, Gen Y/Millennials, Single Women, Women Professionals
Quick Bio:
I am passionate about helping Gen X and Gen Y women live, work, and retire successfully. My goal is to listen first, then make a plan that is easy to follow and understand. You have options and I will guide you through it all.
Client Specialties: Baby Boomers, Divorced Women, Retirement Planning, Widow/Widower
Quick Bio:
I do my best work for folks in or quickly approaching retirement and have worked with retirees for over 20 years. New clients are typically concerned with taxes in retirement, understanding if their assets will last throughout retirement and coordinating assets to replace their paycheck.
Client Specialties: Female Business Owner, Gen Y/Millennials, Single Women, Women Professionals
Quick Bio:
Hey there! Thanks for reading. After 10 years working in personal finance I finally decided I had had enough of the “old” model where middle-aged white guys in suits help already wealthy people become more wealthy. Instead, I’m turning my attention to my own generation (what’s up Millennials!) to help my peers become more savvy in all things money. Together we will work through every aspect of your money life.
Client Specialties: Female Doctor, Gen Y/Millennials, Holistic Financial Planning, Women Professionals
Quick Bio:
Harrison Financial Planning provides fee-only financial planning and investment management. As both a Certified Financial Planner™ Professional and a Certified Financial Therapist-I™, I’m able to offer not only technical insight into your finances, but can also delve deeper into the psychology behind money decisions. This can be particularly important for those who are making life transitions, such as getting married, having children, starting a business, preparing for retirement, or who have lost a significant other.
Client Specialties: Business Executives, Business Owners, Dual Income Family
Quick Bio:
Impact Advisors Group is committed to equipping its clients to make important financial decisions from a position of confidence. We believe that more confident decisions lead to better decisions. We believe that better decisions lead to better outcomes.
Client Specialties: Family Financial Planning, Gen Y/Millennials, Medical Professionals, Young Professionals
Quick Bio:
We are fee-only financial advisors acting as fiduciaries for young professionals and young medical professionals. We like working with young families where we can assist in getting off on the right track with their finances. Our financial planning process is designed to be exciting and engaging as we discuss the important things in life including all dreams and aspirations.
Client Specialties: Baby Boomers, Government Employees, Motorcycle Owners & RV Owners, Retirement Planning
Quick Bio:
I specialize in retirement planning, giving second opinions and helping those who have undergone life changes. And if you are a motorcycle rider or recreational vehicle owner, that is a bonus!
Client Specialties: Business Executives, Retirement Planning, Technology Professionals
Quick Bio:
Most of us have some level of concern about whether we will have enough money/assets to fund our life’s goals. This becomes even more concerning when considering the uncertainty of how long we may live and how financial markets may perform. Each of us have a unique relationship with money – different priorities and different emotions. My passion is to help clients safely make their best financial decisions to achieve and fund their life’s goals.
Client Specialties: Inherited Wealth, Retirement Planning, Wealth Management
Quick Bio:
Michael Fuhr, CFP® is the founder of Evergreen Wealth Services, an independent, fee-only firm. Michael provides ongoing financial planning and investment management services to individuals and families throughout all phases of life. Whether you’ve had to take control of the finances for yourself or a loved one, want to know if you’re on target to retire, or want financial advice during retirement, he can help you plan for your financial future.
Client Specialties: Baby Boomers, Investment Planning & Management, Retirement Planning, Tax Planning
Quick Bio:
Retirement planning & investment management for nice people over age 50.
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.
