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
“XYPN made getting my time back possible. I'm able to be more present as a parent. I can pick my son up from school. I can go to his school functions and still be in total control of my firm.”
“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.”
“Registration process is going more smoothly than I ever imagined. Great sense of community.”
