Mobius Financial Planning - Bily Xiao, CFP

Bily demystified financial planning for me, and very quickly provided value with some open choices that needed to be made, which quickly paid for his services. He listens to my needs and provides data and options. He's become an integral part of my financial and retirement planning. I have so much peace of mind and confidence now instead of the worry from the past.

I'm happy I went with Bily for my financial needs. He listens carefully and answered all my questions. I felt like he cares about finding the right product and right financial advice, and not about pushing me into buying something I didn't want / need. He is very patient and professional.

Getting sound financial advice that does not involve being "sold" on what someone thinks is best, is amazing. It feels more like a partnership/friendship with someone that has YOUR best interest in mind. Getting expert guidance and support, that you actually understand creates an opportunity for you to also learn and apply what is being shared. Bily is well worth it, and I highly recommend him.

We're a current client of Bily's and we appreciate that Bily really makes us think about our overall life goals and factors that into the decision making and planning. In the end, we realized that we wanted to optimize for a happy and fulfilled life more than just trying to make a number as big as possible.

Finances are SO important but I don't have time to learn about all the options and stay on top of things myself! I just want to meet regularly with someone to help me summarize and optimize things. Working with Bily has been a great decision. His advice is free of conflict of interest because it's not based on commission. He makes things easy to understand and educates us on financial concepts. He is a great listener and completely personalizes things based on our needs. Without him we'd just set it and forget it. Bily is constantly looking out for our interests, going above and beyond to find us the best quotes, connecting us with the right people. Really appreciate having him as a resource and really trust him as an adviser!