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Find an Advisor For Advisors About XYPN #XYPNLIVE Intro Video Member Benefits Partners FAQ Pricing Membership Standards Apply For Membership Events #XYPNRadio Free Downloads Blog Contact Us Meet Our Team Careers Login #XYPNLIVE Blog Personal Finance Articles Articles for Advisors Media Personal Finance News Industry News Submit a Media Request Menu 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. 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. 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. Click here to clear your filters and try again. Gregory Young, CFP®, ChFC® Ahead Full Wealth Management North Kingstown, Rhode Island Client Specialties: Gen Y/Millennials, Military & Veterans, Young Professionals Quick Bio: I am a North Kingstown, Rhode Island-based fee-only financial planner. Ahead Full Wealth Management, LLC provides hourly and retainer financial planning and investment management to help clients gain clarity and confidence within their financial worlds so they can focus on living their best life. I work locally and across the country to empower my clients in the areas of business, planning, taxes, and investing to build real wealth and life satisfaction. View Advisor Profile John Losen III, CFP® Bespoke Financial Planning, LLC Wayne, MI Client Specialties: Dual Income Family, Financial Independence Retire Early (FIRE), Gen Y/Millennials, HENRY Quick Bio: I’m John Losen and I am the founder of Bespoke Financial Planning, where I provide tailored planning that is uniquely aligned with your life goals. I help busy professionals, working families, and FIRE enthusiasts on their path to financial freedom. I place a strong emphasis on lifestyle design and financial independence as a way to live a meaningful life. View Advisor Profile Arthur Flores, CFP® Flores Wealth Planning, LLC New York, NY Client Specialties: Gen X, Investment Planning & Management, Retirement Planning Quick Bio: Arthur helps busy individuals and families avoid planning procrastination by creating simple rules that will help you to save, grow and protect your assets. Arthur Flores, CFP® brings together both financial planning and wealth management services to help clients achieve their financial goals. Answering your most pressing financial questions is what Flores Wealth Planning is here to do. View Advisor Profile Andrew Prescott, CFP® Ocean Breeze Wealth, LLC Fernandina Beach, FL Client Specialties: Gen X, Inherited Wealth, Parents, Young Professionals Quick Bio: Drew is a CERTIFIED FINANCIAL PLANNER™ practitioner. He provides clients with personalize strategies to help them plan for their future. Although it is cliché to say, there are no dumb questions when it comes to planning for your financial future. View Advisor Profile Narumi Yoshida, CFP®, CPA/PFS, EA Yoshida Wealth Management, Inc. New York, NY Client Specialties: Baby Boomers, College Planning, Japanese Speakers, Tax Planning Quick Bio: Hi – I am Narumi Yoshida, the Founder & CEO of Yoshida Wealth Management, Inc. I am a CPA and we provide tax-focused, comprehensive financial planning and investment management services for Japanese Expats in the US, Comprehensive Tax Planning for Professionals and College Financial Planning for parents of college-bound children. View Advisor Profile Treavor Dodsworth, CFP®, CPA Sycomore Financial, LLC Pendleton, IN Client Specialties: Charitable Giving, Gen Y/Millennials, Pro Bono Quick Bio: I am passionate about making biblically based financial planning available to young professionals. I will feel successful when you have greater peace of mind about your finances and you begin making intentional financial decisions consistent with your goals. View Advisor Profile Louise Bryant, CFP® Financial Spyglass® Rye, NY Client Specialties: College Planning, Musicians, Work/Life Balance Quick Bio: Successful professionals, who work with Louise Bryant, a Fee-Only CFP®, and founder of Financial Spyglass®, experience top notch comprehensive personal financial planning services. Louise leverages the firm’s disciplined process, to help clients understand the financial choices specific to your situation, and to manage your money effectively and efficiently. Know what it takes to secure your own financial future. Enjoy the highest probability of doing what is most important to you. Read more at www.financialspyglass.com View Advisor Profile Ryan Shannon, CFP® R.M. Shannon Wealth Management, LLC Saint Paul, MN Client Specialties: Baby Boomers, Business Planning, Income Planning, Wealth Management Quick Bio: I work with clients in areas of portfolio & risk management and planning for taxes & personal legacy. I have been doing so in the Twin Cities area since 2005 upon my graduation from the University of St. Thomas. I live in Saint Paul with my wife Anka and our three children Mira, Lucey, and Dominic. View Advisor Profile Sefa Mawuli, CFP® Citrine Capital Washington, DC Client Specialties: Business Owners, Cross-border Planning, Technology Professionals Quick Bio: Sefa used to help corporate executives strategize to make money in new markets. She now helps tech professionals, business owners and international families to achieve their life goals. She specializes in advising clients with cross-border ties and go-getter professional women. Sefa came to the United States alone as a young girl to study. She “schooled” herself in financial literacy and successfully saved and invested to purchase her first home as a single 20-something-year-old. View Advisor Profile Robinson Crawford, CFP® Montebello Avenue Scottsdale, AZ Client Specialties: Business Executives, Equity Recipients (RS/RSU SOP ESPP), New Wealth Quick Bio: “Plans are worthless, but planning is essential.” – Dwight D. Eisenhower. Greetings – my name is Robinson Crawford (yes, in that order). Established 1990. Grew up in Mississippi, I like basketball and sushi. I’m a CFP® Professional, and my job is to answer expensive questions. My smart, ambitious clients use my help to organize, interpret, and make great decisions in their financial world. View Advisor Profile Charles Thomas, CFP® Intrepid Eagle Finance Clover, SC Client Specialties: Christian Faith Based, Coronavirus Relief, Couples, Family Financial Planning, Gen Y/Millennials, Pro Bono Quick Bio: Charles Thomas founded Intrepid Eagle Finance to help Christian families on their journey to find financial freedom. We work with families to achieve goals that balance what’s truly important with their finances. Whether your family is growing in number, getting taller, growing spiritually, or some other dimension of life, we serve as a trusted partner. View Advisor Profile Greg Meyer, CFP®, CPA New Wave Financial Services Redondo Beach, CA Client Specialties: Entrepreneurs, Gen X, Technology Professionals Quick Bio: Hi, my name is Greg and I’m the founder of New Wave F...