Financial Planning Strategies from Michael Kitces

Michael Kitces has become a household name among financial advisors, not because he chases headlines, but because he teaches the stuff most professionals actually use. As a partner at Buckingham Wealth Partners and co-founder of XY Planning Network, Kitces has spent years helping advisors improve the way they serve clients, especially around retirement planning and tax efficiency. His newsletter, The Kitces Report, is one of the most respected publications in the industry and is known for going deep into the weeds, exactly where most advisors need help. He also keeps a steady presence on stage, speaking at over 50 events a year across the country.

By 2025, Kitces has built a career that balances education, technology, and leadership. His blog pulls in more than 3 million readers annually, and he leads a research team supporting over 2,000 advisors. He holds equity in four fintech startups focused on advisor tools, including one valued at over $75 million. In 2024, he launched a venture that uses AI to improve how financial plans are built and delivered. Kitces was also named to the board of a robo-advisory platform managing $6 billion, further solidifying his role as a connector between human advisors and digital solutions. His approach may be technical, but his mission is simple: make financial advice better, for both clients and the professionals who guide them.