About Us
About Us
XY Planning Network is a community of forward-thinking financial advisors dedicated to providing accessible, fee-only financial planning for the next generation of clients. We support independent advisors through a powerful combination of community, compliance resources, technology solutions, and business coaching. Our mission is to help financial planners launch, grow, and manage successful practices that put clients first.
What We Offer
We provide a comprehensive platform designed to empower financial advisors at every stage of their journey. This includes compliance support, operational tools, expert coaching, collaborative communities, and ongoing education. With our ecosystem, advisors gain the structure, resources, and confidence needed to build modern, client-centered firms.
Why Choose Us?
At XY Planning Network, we believe in innovation, collaboration, and elevating the financial planning profession. Our culture is built on shared values—support, integrity, and growth. We foster an environment where ideas are encouraged, teamwork thrives, and every team member contributes to meaningful progress across the industry.
Join Our Team
If you’re passionate about helping financial advisors deliver impactful financial planning, you’ll find your place here. We offer a supportive, mission-driven workplace where talent is recognized, development is encouraged, and your work directly contributes to improving how financial planning is delivered. Join us and be part of a team shaping the future of the advising profession.