NY TIMES: Yes, You Can Find a Financial Planner Even if You’re Not Rich

Jason Howell |

On February 2nd, 2018 our firm was featured in the New York Times along with the 600+ other advisory firms associated with the XY Planning Network.  Our firms are changing the way the industry approaches clients and changing the industry at the same time.  Here is an excerpt from that article along with a link to the full column by Ron Leiber, Your Money columnist for the New York Times.


By:  Ron Leiber 

“Please help me find reasonably priced financial advice from someone who won’t rob me blind.”

Someday, I’ll create a keyboard shortcut reply to that email, which I receive nearly every week, that pastes in all of the questions to ask when seeking such a person. But an ugly fact of the financial advice industry has generally been this: There are precious few practitioners who will work with people who are not wealthy, or at least not without pushing questionable, commission-laden investments and insurance policies. Often, when people ask me for referrals in New York City, I can barely think of anyone.

XY encourages its members to find a niche among their peers.

Jason Howell, 43, who works in Vienna, Va., considered politicians (he once ran for Congress), children of immigrants (his parents were born outside the United States) and others. He eventually found success helping many couples where one person is a business owner and the other works a 9-to-5 job.

If you want to meet a real live human, face to face, you no longer have to be rich to do so. Sure, you are probably smart enough to do it all yourself. But will you make the time? Will you keep emotions at bay that might cause you to make ill-advised investment moves?

If not, there has probably never been a better time to go shopping for a financial planner. 

Read the entire New York Times article here..