Financial Advisors Serving Military Families

Fee-only financial planners specializing in military finances and putting YOUR best interests first!
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Work with a Fee-Only Advisor Who Understands Military Life

Choosing a financial advisor can be one of the most important decisions in your life, and it can feel overwhelming with all the different options available. You’re looking for a financial planner who is:

  • Highly qualified, with the educational background and experience to demonstrate their expertise
  • Familiar with the specific financial challenges you face as a military member on Active Duty or Reserve Component or a Veteran
  • Committed to following strict ethical standards, acting as a fiduciary, and always putting their clients’ best interest before their own
We understand every client is different, and will help you to find the financial expert who best meets YOUR specific needs.
military financial advisor


Find a Financial Planner You'll Love Working With

To learn more about us and find the right advisor for you, please review the profiles of our advisors. 

What We Believe:

Military and Veteran families deserve access to genuine, affordable, fiduciary financial advice.

How We Put Those Beliefs Into Action:

Wide range of solutions

  • We don’t sell products and never take a commission; we help you plan your financial future
  • Not limited to what our corporate headquarters allows (There is no corporate headquarters!)
  • Freedom to provide the best possible advice
  • Options to work with an advisor on an hourly, project, or ongoing basis

Service with less turnover

  • Trained to plan, not sell
  • Your relationship is with your advisor, not The Firm
  • We don’t jump from firm to firm, chasing the best bonus structure

Flexibility in serving clients

  • Affiliation with XY Planning Network gives us access to cutting edge tools
  • Processes that support the client’s needs
  • Small, stream-lined, one-on-one service
  • We all work with clients virtually no matter where in the world your military career takes you