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XYPN

XYPN is the only advisor support platform that makes it possible for independent, fee-only financial planners to build the firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, like-minded community, and back-office and client support services.... Read more

Purpose

At XYPN, our purpose is to empower our team to live great lives by fostering innovation, collaboration, and personal growth while supporting financial planners in creating accessible financial planning for all.... Read more

Vision

At XYPN, we strive to be the most inspiring and rewarding workplace for passionate individuals who believe in transforming the financial planning industry and bringing positive change to our members, clients, and communities.... Read more

Mission

At XYPN, we create an environment where our team thrives by championing autonomy, embracing diverse perspectives, and delivering innovative solutions. Together, we support fee-for-service financial planners in building successful, independent firms that make financial planning accessible to the next generation.... Read more

Values

Do The Right Thing: Our team does what is right, even when it is hard. And we never regret it.

Headquarters

Bozeman, MT

Employees

100 US Employees

Industry

Financial Advisors