USE OUR FREE GUIDE TO START GETTING YOUR FINANCES IN SHAPE
Get your free copy of our latest resource: a compilation of financial tips from the experts to help you learn more about money so you can use your finances to live your great life.
Financial advisors with XY Planning Network are fee-only and do not earn commissions.
Our advisors are focused on providing financial planning services — not on selling unnecessary products.
We believe everyone deserves professional financial advice, regardless of age or assets.
Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.
Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.
XY Planning Network is the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y. Our advisors stand out from the rest of the financial planning industry because of the way they put their clients first:
XY Planning Network advisors are also financial-planning focused, meaning all our members offer comprehensive financial planning services for consumers. We go far beyond just investment management.
We’re not your parents’ financial advisors. But we are here to help you live your great life.