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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.

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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.


NO COMMISSIONS

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.


NO COMMISSIONS

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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FIND YOUR IDEAL FINANCIAL ADVISOR

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Select Advisor Specialties
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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.

Click here to clear your filters and try again.


CHRISTOPHER STEWARD, CFP®, CFA

Impact Advisors Group

Duxbury, MA


Client Specialties: Airline Pilots, Business Owners, Family Business
Quick Bio:

My worthy ideal is to help everyone live their best life possible, be a trusted
adviser and financial guide empowering dynamic individuals to protect themselves
and their loved ones, be confident in their financial decisions, and leave a
lasting legacy no matter what challenges life may bring.

Want to achieve better outcomes by making decisions with confidence? Talk to us
about why it is important to have a fiduciary as part of your Success team.

View Advisor Profile


ERIK KROLL, CFP®

Hilltop Financial Advisors

Wauwatosa, WI


Client Specialties: Coronavirus Relief, Gen Y/Millennials, Medical
Professionals, Pro Bono, Student Loan Debt, Veterinarians
Quick Bio:

Erik Kroll, CFP® is a financial planner and the founder of Hilltop Financial
Advisors. His mission is to help people across their whole financial picture.
With a specialization in student loans, he has advised on over $5 million in
student debt. Erik is always on the journey of being a better father, husband,
and listener.

View Advisor Profile


KEVIN THELEN, CFP®, CFA®

BeYou Financial

Sacramento, CA


Client Specialties: Business Owners, Family Financial Planning, Gen
Y/Millennials, Young Professionals
Quick Bio:

You will go on a financial journey that allows you to pursue your dreams. You
can accumulate enough to retire one day, you can help your children with their
college education, you can achieve a more flexible lifestyle before retirement,
and you can enjoy your money now.

View Advisor Profile


BRYAN CURRY, CFP®

Bridge The Gap Retirement Planners

Simi Valley, CA


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

Bridge The Gap Retirement Planner’s LLC is a firm that focuses on retirement
planning. Our clients look to use their hard earned assets to provide an income
stream throughout their retirement. We provide guidance on how to invest
appropriately to achieve this goal, while doing so in a tax efficient and
calculated manner. Our goal is to make retirement simple for you, while we
handle the details and complexities.

View Advisor Profile


JUSTIN GREEN, CFP®, MS PFP

Assist FP

Marlborough, MA


Client Specialties: Fitness Enthusiast, Gen Y/Millennials, Self-Employed
Individuals, Tax Planning
Quick Bio:

I founded Assist FP to help online fitness coaches and fitness entrepreneurs
navigate the financial challenges associated with being a business owner. I’m
passionate about helping individuals grow their net worth while building an
intentional business and focusing on serving their clients.

View Advisor Profile


MIKE FARROW, CFP®

FlightPath Financial Planning

Del Mar, CA


Client Specialties: Airline Pilots, Gen Y/Millennials, Medical Professionals,
Mid-Career Professionals
Quick Bio:

FlightPath Financial Planning is a fee-only firm that empowers mid-career
professionals, small business owners, the self-employed, and pilots to live a
better life. We provide money strategies tailored to your retirement and life
goals, allowing you to invest in both your financial future and life
experiences. Our free consult makes it easy to take the first step towards
financial freedom, so you can stop worrying about money and start living life on
your own terms.

View Advisor Profile


BILLY HATTON, CFP®

Billfold Budget Counseling

Los Angeles, CA


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.

View Advisor Profile


GREGORY GOFF, CFP®, CIMA®

Sound Wealth Management

Charlotte, NC


Client Specialties: Business Owners, Gen Y/Millennials, Real Estate
Professionals, Small Business
Quick Bio:

Sound Wealth Management is a flat fee financial planning firm serving real
estate professionals because we believe in real estate.

View Advisor Profile


ROBERT WINKELMAN, CFP®

Westward Planning Group

Narberth, PA


Client Specialties:
Quick Bio:

I created Westward Planning Group to provide comprehensive financial advice for
an hourly fee to eliminate conflict, serve a more diverse group of people and to
nurture the whole person through a well thought out plan.

View Advisor Profile


CATHY CURTIS, CFP®

Curtis Financial Planning, LLC

Oakland, CA


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.

View Advisor Profile


TAYLOR ANDERSON, CFP®

Middleton & Company

Vancouver, WA


Client Specialties: Mid-Career Professionals, Sabbatical Planning, Travel
Enthusiasts
Quick Bio:

Taylor would love to help you in your journey in planning for a break or
transition in your current career. Vacations and doing what you love should not
be an event that only happens once you retire. Contact Taylor if you would love
to know the next steps to living your work and personal life to their fullest.

View Advisor Profile


JENNA VANLEEUWEN, CFP®

Aligning Wealth

Jersey City, NJ


Client Specialties: Business Owners, Small Business, Women Professionals
Quick Bio:

You have a thriving business, and now there’s more work and more revenue than
you’ve ever had before. There’s money in the bank, but now what?

As a financial advisor specializing in content creators, online educators, and
entrepreneurs with service businesses, I get so much joy out of helping you
translate your business success into personal financial freedom.

View Advisor Profile
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FROM THE BLOG

May 12, 2023

GOOD FINANCIAL READS: HOW DOES A HSA WORK AND COMPARE TO ROTH IRA & HRA?


HSA VS ROTH IRA: WHICH SHOULD YOU PRIORITIZE?

by Alvin Carlos, District Capital Management

Read the full post →

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Washington (8)
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FIND ADVISORS BY SPECIALTY:

BUSINESS PLANNING SPECIALTIES

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CAREER STAGE

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 * Graduate Degree (5)
 * Junior Executives (1)
 * Mid-Career Professionals (60)
 * Young Professionals (99)

ETHNICITY/LANGUAGE FOCUS

 * African Americans/Black (9)
 * Foreign Language Speaker (5)
 * Hispanic/Latino/Latinx (4)
 * Immigrants (9)
 * Minorities (3)

FAITH FOCUS

 * Biblically Responsible Investing (BRI) (5)
 * Christian Business Owners (9)
 * Christian Faith Based (56)
 * Pastors (3)

FAMILY STRUCTURE/MARITAL STATUS

 * Blended Family (6)
 * Childfree (1)
 * Couples/Partners (33)
 * Divorced (19)
 * Dual Income Family (31)
 * Intergenerational Families (12)
 * Married Couples (8)
 * Newlywed/Engaged (9)
 * Non-Traditional Life Path (3)
 * Parents (42)
 * Sandwich Generation (6)
 * Single Income Family (3)
 * Widow/Widower (26)
 * Young Families (32)

GENDER/IDENTITY FOCUS

 * Divorced Women (15)
 * Female Business Owner (7)
 * Female Doctor (1)
 * Female Entrepreneurs (8)
 * Female Executives (3)
 * LGBTQIA (23)
 * Single Women (17)
 * Women in Transition (33)
 * Women Professionals (60)
 * Women's Finance (26)

GENERATION FOCUS

 * Baby Boomers (145)
 * Gen X (301)
 * Gen Y/Millennials (242)
 * Gen Z (1)

INTERESTS & HOBBIES

 * Charitable Giving (27)
 * Cryptocurrency (8)
 * Fitness Enthusiast (3)
 * Motorcycle Owners & RV Owners (2)
 * Outdoor Enthusiasts (12)
 * Political Party Affiliation (1)
 * Sabbatical Planning (2)
 * Travel Enthusiasts (12)

PLANNING NEED

 * Advice-Only (22)
 * Cash Flow/Budgeting (21)
 * College Planning (26)
 * Coronavirus Relief (47)
 * Cross-border Planning (15)
 * Debt Management (6)
 * Elder Care Planning (5)
 * Equity Recipients (RS/RSU SOP ESPP) (95)
 * Estate Planning (15)
 * Expatriates (9)
 * Family Financial Planning (62)
 * Financial Coaching (16)
 * Financial Life Planning (28)
 * Financial Therapy (2)
 * FIRE (Financial Independence Retire Early) (33)
 * HENRY (High Earners, Not Rich Yet) (51)
 * Holistic Financial Planning (46)
 * Home Buying (2)
 * In Transition (6)
 * Income Planning (17)
 * Inherited Wealth (19)
 * Investment Planning & Management (105)
 * New Wealth (9)
 * Personal Growth & Development (5)
 * Portfolio Management (8)
 * Pro Bono (51)
 * Retirement Planning (226)
 * Risk Management (1)
 * Social Security (9)
 * Special Needs (7)
 * SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate
   Governance) (45)
 * Student Loan Debt (35)
 * Tax Planning (109)
 * Trusts (5)
 * Ultra High Net-worth (8)
 * Wealth Management (43)
 * Work/Life Balance (10)

PROFESSION

 * Airline Pilots (5)
 * Artists & Creatives (14)
 * Attorneys (24)
 * Biotech Professionals (5)
 * Business Executives (46)
 * Caretakers (4)
 * Consultants (6)
 * Dentists (9)
 * Educators, Teachers, and Academics (20)
 * Engineering Professionals (26)
 * Entertainment Industry (5)
 * Entrepreneurs (51)
 * Financial Professionals (8)
 * Government Employees (33)
 * Independent Contractors (1)
 * Medical Professionals (83)
 * Military & Veterans (38)
 * Oil & Gas (2)
 * Optometrists (2)
 * Pharmacists (3)
 * Professional Athletes (7)
 * Public Service Employees (8)
 * Real Estate Professionals (22)
 * Remote Professionals (2)
 * Retail Professionals (1)
 * Sales Professionals (6)
 * Scientific Professionals (4)
 * Self-Employed Individuals (35)
 * Startup Founders (3)
 * Technology Professionals (85)
 * University Employees (2)
 * Veterinarians (7)




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.


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