Franklin Madison Advisors to specialize in providing financial planning for Generations X & Y and developing strategies that help people get ahead in life financially.
PITTSBURGH, PA, February 16, 2020 /Neptune100/ — Franklin Madison Advisors, a new financial planning firm founded by Peter Donisanu, Chief Financial Strategist and President, recently launched with the help of XY Planning Network (XYPN), the nation’s leading organization of fee-only financial planners serving Generation X and Generation Y clients. In addition to Gen X & Y, Franklin Madison Advisors will also specialize in developing strategies that help people get ahead in life financially.
“We exist to serve a generation that has been underwhelmed by the traditional planning, investment management and coaching offerings in the financial services industry,” said Mr. Donisanu.
Prior to founding Franklin Madison Advisors, Mr. Donisanu worked at Wells Fargo Investment Institute as a member of its Global Macroeconomic Strategy team. Mr. Donisanu has worked in the financial services industry since 2001 and holds a bachelor’s degree in Business Administration from Western Governor’s University and a Master of Business Administration degree with an emphasis in Finance from City University of Seattle. Mr. Donisanu lives in Pittsburgh, Pennsylvania with his wife and three children.
XY Planning Network kicked off a movement in 2014 to make financial planning accessible to the underserved Generation X and Generation Y populations by using a monthly subscription model rather than the traditional Assets Under Management (AUM) compensation structure. Charging a fixed or hourly fee ensures advisors work in the best interest of clients rather than for personal gain. As a member of XYPN, Mr. Donisanu was required to sign a fiduciary oath, among other membership standards.
XY Planning Network offers a virtual community for new and established financial advisors, providing members with invaluable support in areas such as compliance, marketing, and business coaching. Additionally, members benefit from a wide range of technology solutions to support their firms.
To learn more about Franklin Madison Advisors, please visit https://franklinmadisonadvisors.com.
About XY Planning Network
XY Planning Network (www.xyplanningnetwork.com) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
About Franklin Madison Advisors
Franklin Madison Advisors is a licensed, fee-only Registered Investment Advisor (RIA) located in Pittsburgh, Pennsylvania. At Franklin Madison Advisors, our mission is to help people get ahead financially by providing 1) comprehensive financial planning, 2) investment management and 3) ongoing financial advising services tailored to our clients’ ever-changing needs.
We do this by guiding our clients through a proprietary process to create a custom tailored, personal financial playbook which plainly and clearly articulates an envisioned use for their savings. We then develop financial strategies that help our clients manage cash flows, accumulate needed financial resources and apply best practices to help them distribute their savings in a way that ultimately leads our clients to achieving their long-term financial goals.
XY Planning Network