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.
“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