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You pay for your life monthly, so why not pay your financial advisor monthly? Our advisors offer affordable monthly retainer services so you know you have a financial planner looking out for you throughout the year.


All of our advisors are fee-only, which means they don’t accept commissions, referral fees, or kickbacks of any kind. You can rest assured knowing that our advisors work in your best interest 100% of the time.

CFP® Professionals

The CFP® designation is the recognized standard of excellence for advisors providing competent and ethical personal financial planning, and is a requirement for all of our advisors to be listed on the advisor profile search.

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From the Blog

The Net Worth of Gen X and Gen Y: Where Do You Stand?

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Net Worth of Gen X and Gen Y

Do you know what your net worth is? It’s not too hard to calculate, and it’s a good number to know as you work toward your financial goals. Your net worth is your assets minus your liabilities — or, as Investopedia puts it, “it’s the value of everything you own, minus all your debts.” Net […]

Learn More About Money: Top Financial Tips from 28 Leading Experts

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Financial Tips from 28 Experts

Ever wished there was a financial guide that got straight to the point with what you need to know about money? We’ve been there. Which is why we collaborated with 28 financial experts — including XYPN’s member advisors and independent financial bloggers — to create our newest resource for you. A New Collection of Top Financial […]