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Client Specialties: Advice-Only, Cash Flow/Budgeting, Gen X, Military & Veterans
Quick Bio:
I’m Sam Lewis, Founder of SJLF and CERTIFIED FINANCIAL PLANNER™.
I joined the military while still in high school and continue serving today, almost 24 years later! My mission now is to serve you, to help you understand your financial situation, set clear goals for your future and give you a well-marked path to help you get there. Whatever the goal, we can plan for that!
Client Specialties: Charitable Giving, Gen X, Portfolio Management, Trusts
Quick Bio:
Amy is the Founder and Principal Advisor of Radix Financial, LLC and a PhD Candidate at the University of Georgia.
She specializes in estate and investment planning, having served as the Head of Relationship Management for an independent trust company in Oklahoma City prior to starting her own firm in 2015.
Amy also serves on the Board for Heartbeat for Hope, a non-profit organization working to reduce poverty through literacy programs, vocational training, and microfinance.
Client Specialties: Baby Boomers, Business Executives, Educators, Teachers, and Academics, Retirement Planning
Quick Bio:
I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly. I’ve been an advisor for 10+ years, have my Masters degree and CFP®. Am I perfect? By no means, but I try my very best for the clients I serve.
Client Specialties: Gen Y/Millennials, Medical Professionals, Student Loan Debt, Technology Professionals
Quick Bio:
Riley Poppy is the Founder of Ignite Financial Planning, a fee-only firm located in Seattle, WA. Ignite provides virtual financial planning and investment management services to young professionals in the medical, dental, and tech fields. As a firm that provides value beyond the numbers, we help our clients use their financial resources as a tool for living their great lives.
Client Specialties: Baby Boomers, Entrepreneurs, Non-Profits & Private Foundations, Ultra High Net-worth
Quick Bio:
Corey has been working in the financial services field for almost twenty years. He has worked as an insurance agent, tax preparer, portfolio manager and most recently wealth manager providing oversight to large families who may not quite need their own family office but do need a second set of eyes on all aspects of their financial life.
Client Specialties: Divorced, Family Financial Planning, Gen X, Minorities
Quick Bio:
MAR Financial Planning, LLC is led by Matthew A. Ramos, CFP®. I founded MAR FP with the mission to provide affordable and straightforward financial planning and investment management for everyone. I have been a CERTIFIED FINANCIAL PLANNER™ professional since 2010.
I am compassionate, empathetic, and patient because I’ve struggled with many financial issues too. I am confident you can benefit from the professional expertise and life experiences I have to offer.
Client Specialties: Educators, Teachers, and Academics, Gen Y/Millennials, Government Employees
Quick Bio:
I help educators and government employees in the DC area make sense of their finances so they can focus on living life.
Client Specialties: Gen X, Holistic Financial Planning, LGBTQIA, Women's Finance
Quick Bio:
Empowering Finance is a Financial Planning and Wealth Management firm for the bold, the ambitious, and the badass. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We combine our experience, authenticity, and financial knowledge to connect with you and empower you with the knowledge to make wise decisions with your money so you can live the magical life of your dreams.
Client Specialties: Medical Professionals
Quick Bio:
As the spouse of a Surgical Oncologist, Clint understands the unique needs of physicians and medical professionals and the challenges that come from having very little time to dedicate to their finances.
Clients range from very negative net worth where the focus is on managing income-driven student loan payment plans and Public Service Loan Forgiveness eligibility, to dual attending physician households looking to have more time and have their financial lives managed by a qualified professional.
Client Specialties: Entrepreneurs, Gen X, Retirement Planning
Quick Bio:
I’m a native San Diegan and I’ve spent over half of my career working for large wealth management firms. They spent more time talking about how to make the firm more money than how to make clients more money. I’ve set out to change that.
When I’m not perfecting financial plans, you can find me traveling with my wife, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Client Specialties: Business Owners, Gen X
Quick Bio:
Mike is a partner at the fee-only financial planning firm Hutchison Whitehead Wealth Management. He has over a decade of experience as a fee-only financial planner. He enjoys working with driven individuals and small business owners in various walks of life.
Client Specialties: Gen Y/Millennials, Public Service Employees, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), Student Loan Debt
Quick Bio:
Hi, I’m Ethan. I founded Planning for Progress to bring accessible, fee-only financial advice and planning to social justice advocates, public service professionals, and progressives in a wide variety of occupations who want to keep their values in mind as they build a sustainable financial future for themselves and their families. I work with clients in DC, Maryland, and across the country on both an ongoing and one-time basis.
From the Blog
March 28, 2023 
Debt is Stealing From Your Future
6.5 MIN READ
For most Americans, debt has just become part of life. It is almost like we are born with it. At 18 we enter college, sign on for student loans, and there are stands everywhere offering free gifts if we sign up for a credit card. Then we ‘need’ a new car, get a car loan, and before we know it, we are deep into debt. By the time we are looking for a house, we now have to manage a debt payment that is almost the same size as a mortgage. The bottom line is that we need to change our relationship with debt as it is stealing from our future.
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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.
