About Us

XY Planning Network (XYPN) is the leading advisor support platform empowering independent, fee-only financial planners to build their ideal firms with complete autonomy. We provide our members with comprehensive resources, including advocacy, education and training, curated technology, compliance support, a like-minded community, and back-office and client support services.

What We Offer

• Comprehensive Support: From compliance assistance to technology solutions, we equip advisors with the tools they need to succeed.
• Educational Resources: Access to continuous education and training ensures our members stay ahead in the ever-evolving financial landscape.
• Vibrant Community: Our network fosters collaboration and knowledge-sharing among like-minded professionals.

Why Choose XYPN?

Choosing XYPN means joining a community dedicated to redefining financial planning. We champion diversity, equity, and inclusion, believing that everyone deserves financial security and success. Our commitment to innovation and excellence ensures that our members are always at the forefront of the industry.

Join Our Team

At XYPN, we are always looking for passionate individuals to join our mission. Our hiring process is thorough, ensuring the right fit for both the candidate and our team. We value diversity and encourage applications from individuals of all backgrounds.