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Client Specialties: Gen X, Intergenerational Families, Parents, Women's Finance
Quick Bio:
Hi, I’m Bill, and I created Waypoint to help individuals and families around the country become comfortable and successful in their financial lives. We emphasize a holistic and educational approach that focuses on your personal situation and objectives because the conventional investment-focused model so often leaves people overwhelmed, uncomfortable, and underserved. Together, we’ll work towards achieving your goals in a step-by-step process that crafts a road map to financial independence and relieves you of the stress and worry of having to figure it all out on your own.
Waypoint is an independent, fee-only financial planning firm, and we are dedicated to our fiduciary duty to put the best interests of our clients first. We help our clients set and reach financial goals, manage their investment portfolios, evaluate and strategize over their insurance policies, taxes, and estate plans, and of course help them save for the future. In short, if it involves your financial life in some way, shape, or form, we’re here to help.
Client Specialties: Cash Flow/Budgeting, Debt Management, Financial Coaching, Gen Y/Millennials, Pro Bono
Quick Bio:
Hello! My name is Billy. I’m a Certified Financial Planner (CFP®), Coach, and “Explain It Like I’m Five” Translator for many of your money questions. My pronouns are he/him. I provide accessible financial advice for folks who want to see (or even make) significant, progressive change in our world. My goal is to help you tackle your financial challenges, so you can focus on making the world a more compassionate, diverse, and understanding place.
Client Specialties: Government Employees, Military & Veterans, Tax Planning
Quick Bio:
John Cooney, owner of Green and Gold Financial Planning, is a Certified Financial Planner (R) and an Enrolled Agent. As a veteran, he is intimately familiar with the financial opportunities that exist for our service members and focuses his practice on those issues. In addition to his military financial knowledge, John is also focused on tax planning and preparation, and is authorized to represent clients in front on the IRS.
Client Specialties: Couples/Partners, Financial Professionals, Financial Therapy, Gen X
Quick Bio:
Ed Coambs MBA, MA, MS, CFP®, CFT-I™ – helps couples fulfill their happily ever after love and money story. It’s no secret couples struggle to connect on their finances. It doesn’t have to be this way with the right type of help. Bringing together the worlds of financial planning, couples therapy, and financial therapy Ed guides couples in becoming the heroes of their own love and money story.
Client Specialties: Christian Faith Based, Established Professionals, Gen X, Investment Planning & Management
Quick Bio:
Ben is the founder of Ketwich Capital LLC (“Ket-Cap”) which serves the financial and investment needs of professionals and families in urban cities. Ben is a CERTIFIED FINANCIAL PLANNER™, a Certified Kingdom Advisor®, and graduated from Rutgers Business School with a Bachelors of Science in Finance.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Young Families, Young Professionals
Quick Bio:
Do you wonder if you’re on track to hit your financial goals? Do you want to gain freedom from the constant worries about money? We help families in their 30s and 40s make smarter money decisions so they can spend more time on the truly meaningful things in life.
Client Specialties: Business Executives, Business Planning, Coronavirus Relief, Established Professionals
Quick Bio:
Daniel M. Yerger, MBA, CFP®, ChFC®, AIF®, CDFA® is the First & Only Fee-Only Financial Planner in Longmont, CO. An Army Veteran and Longmont Local, Daniel specializes in financial planning for business owners, executives, and skilled professionals. MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses attract and retain top talent through executive compensation planning.
Client Specialties: Dual Income Family, Gen X, HENRY (High Earners, Not Rich Yet), Professional Athletes
Quick Bio:
With an extensive background in athletics, Marty O’Leary CFP® ChFC®, has developed his investment management and financial planning around NFL players, NFL and college football coaches, and other high-earning individuals. Customized portfolios, individualized advice, and lower than average fees combine to deliver massive value to Stadium Financial’s clients.
Client Specialties: Baby Boomers, Inherited Wealth, LGBTQIA, Pro Bono, Single Women
Quick Bio:
For the last 20 years, Cathy has engaged her skills to help women get clarity and feel confident about their finances. She has deep experience working with women who manage their finances on their own – single, divorced, or widowed and women who experience sudden wealth. She is passionate about financial literacy and helps promote it through her community work, social media and industry platforms.
Client Specialties: Dual Income Family, Equity Recipients (RS/RSU SOP ESPP), Established Professionals
Quick Bio:
MK is a fee-only and fiduciary financial planner helping professionals in the tech industry build strong and agile financial futures.
MK focuses on education and action. So many financial planning topics such as investments, tax consequences, and smart retirement strategies can feel overwhelming and intimidating. She translates those details into easy-to-understand concepts and actionable plans.
Client Specialties: Engineering Professionals, Gen X, Parents, Technology Professionals
Quick Bio:
Lucas has 12 years of experience in financial services. Before creating Level Up Financial Planning he worked with pre-retirees with an average net worth of $1 million. Wanting to make a greater impact on his clients’ financial lives, Lucas started Level Up Financial Planning, LLC to bring financial planning to young professionals and growing families. “I believe simplifying my clients’ financial lives will allow them to achieve their goals and reduce their stress”
Client Specialties: Baby Boomers, Retirement Planning
Quick Bio:
Wentsel Wealth Management, LLC was founded with the goal of helping people organize their financial lives, avoid costly mistakes and secure their futures. We are a fee-only financial advisory firm offering investment management and financial planning services. Scott Wentsel, President, has spent his 30-year career learning everything he can about the investment industry as an executive, portfolio manager, educator, and financial product development expert.
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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 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.
