“They say it’s impossible for Gen X and Y advisors to serve their peers. We think it’s just because they never gave these advisors the right tools to help them succeed.”
Michael Kitces, Co-Founder of XY Planning Network
“I love being a part of a community of financial planners that are changing the industry! I’ve realized a lot of value in collaborating with others in XYPN to share ideas, templates, and best practices.”
Katie Brewer, Founder of Your Richest Life Planning
“XYPN is building the future of financial planning, and I can’t imagine not being part of this movement! The business model and suite of technology enables me to serve anyone that asks for my help — regardless of their existing wealth.”
Kenneth Klabunde, Founder of Precedent Asset Management
Keep in Touch
If you want to learn more about our network, our advisors, and our mission, keep in touch with us and sign up to receive our newsletter. We’ll send you a weekly email with the latest information, news, resources, events, and more.