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

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

Real Independence

The only turnkey support platform where members own 100% of their business, book, and data and choose exactly the level of support they need to succeed throughout their firm journey

Real Support

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

what can XYPN make possible for you?

Hear from those we support every day

“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.”
Jessica McDonald, CFP®
Southern Wealth Builders
“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.”
Steven Morneau, CDFA®
Greenhill Financial Partners
“Registration process is going more smoothly than I ever imagined. Great sense of community, an absent aspect of my soon-to-be former BD.”
Tim Gardner
Chatham Wealth Management

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