XY Planning Network
www.xyplanningnetwork.comXY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients. Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business. Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients. Whether you’re an established advisor already working with Gen X and Gen Y clients, or you’re looking to start your own firm, XY Planning Network is here to help.
Read moreXY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients. Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business. Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients. Whether you’re an established advisor already working with Gen X and Gen Y clients, or you’re looking to start your own firm, XY Planning Network is here to help.
Read moreCountry
State
Montana
City (Headquarters)
Bozeman
Founded
2014
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
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Vice President ( of Getting S*** Done )
Email ****** @****.comPhone (***) ****-****Senior Director of Member Success
Email ****** @****.comPhone (***) ****-****Senior Events Manager
Email ****** @****.comPhone (***) ****-****Manager of Investment Advisor Registration
Email ****** @****.comPhone (***) ****-****
Technologies
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