where you're the boss
About XYPN
Our integrated support system offers everything independent, fee-only financial planners need to launch, run, and scale the financial planning firm of their dreams with complete autonomy
Real Financial Planning
Created by financial planners for financial planners, XYPN helps make it possible to profitably provide fee-only fiduciary advice in the client's best interest
Real Independence
The only turnkey support platform where its members control 100% of their clients, business, revenue and data AND they choose the level of support they need to succeed throughout their firm journey
Real Support
Our end-to-end ecosystem of technology and support solutions, resources, and connection with like-minded peers enables successful entrepreneurship for independent financial planners
Nice to Meet You!
There's a lot to to learn about all the ways XYPN makes it possible for our members to launch, run and scale the firm of their dreams, but we managed to get the highlights down to 4 minutes if you'd like to discover more about us. We look forward to getting to know you soon, too!
designed with you in mind
Everything independent RIA owners need in one convenient place
Technology
We do the due diligence to provide best-in-class RIA software solutions that save time, money, and headaches—so you don't have to
Compliance
A team of RIA compliance experts with you every step of the way—from RIA registration to ADV updates and all the practice management in between
Support Solutions
Choose from customized Support Solutions designed to help you reach all of your goals
Support Network
Like-minded advisors working together for each other’s gain and growth!
Education & Coaching
All the tools & resources you need to steer your business to sustainable success
Advocacy
Fighting for the right to provide trusted financial advice in the client's best interest
what can XYPN make possible for you?
Hear from those we support every day
“I haven't found anything I don't absolutely love about my membership with XYPN. Thank you so much for all you do for us in the field and for bringing together amazing resources that we all need at a reduced cost and in a single location. The people that work at XYPN are also all amazing from my experience.”