XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Generation X and Generation 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.
“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
Precedent Asset Management
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“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
Your Richest Life Planning
