We believe everyone deserves quality, professional financial advice — regardless of your age or your assets.
Every financial planner in the portal below signs a fiduciary oath, which means they swear to work in your best interest.
Our financial advisors offer virtual services, meaning you can work with your ideal planner regardless of location!
Search by location, specialty, or keyword below.
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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.
Hi! I’m Mike Allison. In 2022, I founded New Lantern Advisors, an independent, fiduciary, fee-only, longevity focused advisory firm in order to serve clients more directly, after I retired from a 32 year investment management career.
Our top priority is helping our clients successfully navigate the pathway into retirement, as well as the life they want to live after this very important life transition. We can help you answer “What is your What’s next?
After a decade of financial planning and investment management experience, in January of 2022 I launched my own practice. I am an independent advisor helping clients to plan and invest for their future.
Fee-Only financial planner located in Houston, TX, serving clients locally and virtually across the country. We specialize in helping Mid-Career Professionals and First-Generation Americans organize their finances and build long-term wealth.
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.
Hi there, I’m Asad. It’s my mission to help young professionals, entrepreneurs, and first generation immigrants to have a better financial future through comprehensive financial planning, and research driven investment management. I founded AG Wealth Management in 2017 in Michigan, and work with clients across the country to help them do more of what they love, and worry less about money.
We believe planning for retirement is a process. It begins with understanding your unique situation, then building a plan around those circumstances.
Combined with effective money management, a good retirement plan can be a valuable tool for managing the transition from work to full retirement. In particular, we want to answer two critical questions: 1) can I retire early, and 2) how much can you spend in retirement?
I’m Terry O’Grady. I specialize in Biblically Responsible Investing (BRI). Also known as Faith-Based Investing or Values-Based investing, BRI aligns your investments with your values, honors God, and offers an antidote to cancel culture and corporate virtue signaling. Be proud of the companies you own. Put your money where your faith is.
Datapoint Financial Planning is a tech-enabled financial planning firm led by a former career technology professional. We provide fee-only advice primarily to tech professionals and engineers using a transparent pricing model consisting of an upfront planning fee and a monthly subscription. We use a data-driven, agile approach to help you achieve the right balance between enjoying your life now and building wealth for your future.
I founded Rising Tides Financial to help career driven professionals secure their financial future. As a CFP® and CPA with an Masters in Taxation, I understand the complex relationship between personal finances, including investments; and income taxes and pass that benefit along to my clients.
Defining Financial Freedom is personal. Achieving Financial Freedom should be too. You are in the driver’s seat, we are your co-pilot and navigator on a journey toward Your Financial Freedom.
After a decade of working with some of the biggest names in entertainment and their finances, I was called to bring this boutique service mentality to the wealth management industry. I am based in Nashville Tennessee and provide fee-only financial planning and investment management services. My mission is to serve and educate clients in a way they can’t find at a bigger company.
Hi, I’m Kyle Hill. Thanks for stopping by!
I’m the Founder and Owner of Hill-Top Financial Planning, LLC. I started Hill-Top to serve younger generations by helping them develop a plan to minimize debt, build wealth and gain financial independence.
I help young professionals and families design and implement comprehensive financial plans to tackle the most important aspects of life, empowering them to gain confidence and achieve financial peace.
