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Your firm. Our support.

 

Sapphire: SEC-Registered Investment Advisor

 

Operate your practice under our SEC-registered RIA while maintaining control of your brand, client relationships, and business growth. Our team provides built-in compliance, operations, and investment management support, along with guidance to help you implement the technology that works best for your practice.

Ownership without the overload

Sapphire gives you access to the infrastructure of an established SEC-registered RIA from day one. Instead of managing compliance requirements, operational workflows, and investment management on your own, you can plug into proven systems and experienced teams already built to support your practice. You'll also receive full access to XYPN Member Benefits, including a nationwide community of fee-only advisors who connect year-round through virtual events, local meetups, exclusive retreats, and our curated conference, XYPN LIVE, along with educational resources and exclusive technology discounts.

Learn More ↗
Eunsoo-Chung-1


Eunsoo Chung, CPA/PFS, CFP®
WealthPeace® |

XYPN Member since 2025
BrianMuller_1000x800


Brian Muller, AAMS®
Momentous Wealth Advisors |

XYPN Member since 2023
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Since I've come on board, I haven't been on a call with Schwab Service once personally, and everything gets done timely and efficiently. I couldn't ask for a better partner to handle all the things I need done for my clients and to run my firm. I wanted to have my brand and vision still but not be distracted by all the activities I would have to do if I were a state-registered RIA.”
Brian Muller, AAMS®
Founder, Momentous Wealth Advisors

See what support really looks like.

Get the guide ↗
BUILT TO SUPPORT YOUR BUSINESS

Scale further with Sapphire

Compliance Management

Sapphire's compliance team oversees the firm's regulatory program, provides ongoing training and guidance, and serves as the primary point of contact for regulators. You stay involved where needed without managing a compliance program on your own.

Investment Management

You assess client risk and select the appropriate investment strategy. Our investment team handles implementation, trading, rebalancing, tax-loss harvesting, and ongoing portfolio management.

 

Transition & Onboarding

Your dedicated Transition Manager coordinates the details of moving to Sapphire, helping create a smooth transition for you and your clients.

 

Plug & Play Technology

Access a curated ecosystem of advisor-focused technology. Our team helps support migrations  while you maintain ownership of the systems that power your business.

 

Client & Back Office Support

Our team helps manage the day-to-day administrative and operational work that keeps your practice running, from client service requests to back-office workflows, creating continuity when you need time away.

 

Ownership That's Yours

You maintain ownership of your client relationships, brand, and data. Sapphire provides the infrastructure behind the scenes while you remain at the center of the relationships and decisions that matter most.

 

A STRAIGHTFORWARD APPROACH

Built Around Transparency

Sapphire is designed to meet advisors where they are, whether you're launching a new practice, transitioning an existing business, or planning for your next stage of growth. There are no asset minimums, growth requirements, or hidden expectations. You maintain ownership of your client relationships, brand, and data while gaining access to transparent pricing, experienced guidance, and the infrastructure needed to build the practice that's right for you.

Find your fit with Sapphire.

Book a call ↗

Your Tech Stack

 

Core | Included & required

 

Financial planning tools | Included: Pick one

 

Add-ons | Included: Pick any or all

 

Plus full access to all XYPN Tech discounts ↗
Included XYPN Member Benefits

Comprehensive advisor support network

As a Sapphire member, you have access to all of our advisor support platform benefits.

Sapphire Exclusive

Get a free ticket to one live XYPN event every year.

 

How can XYPN Membership benefit me?
Find out more →

Technology

Community

 Education & Resources

Coaching

Advocacy

 

Build what's next with Sapphire.

Book a call ↗
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“Sapphire helps me focus on serving clients and growing my business. It’s like having an extra employee who takes care of the stuff you don’t want to do, with a cost that scales perfectly as your company grows, without the employment headaches.”
Ryan Johnson, CFP®, BFA™
Founder, Hundred Financial Planning
RyanJohnson


Ryan Johnson, CFP®, BFA™
Hundred Financial Planning |

XYPN Member since 2023
Additional Resources ↘
What Makes a Great Corporate RIA Partnership?
What Makes a Great Corporate RIA Partnership?
Webinar

What Makes a Great Corporate RIA Partnership?

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Find what's next with Sapphire.

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XYPN Sapphire Disclaimer
Advisory services are offered through XY Investment Solutions, LLC (dba “XYPN Sapphire”), an SEC registered investment advisor. XYPN Invest is wholly owned by XY Planning Network, Inc. (“XYPN”).
Information contained on this website is for educational and informational purposes only and should not be construed as legal, tax, or investment advice. Please consult your advisor, attorney, and/or tax professional for information specific to your situation.
XYPN Sapphire does not endorse, review, monitor, or otherwise control the information presented by XYPN on this site in connection with the other services, support solutions, or benefits available to XYPN members. We are not responsible for any information published on this site, by XYPN, that is not in connection with XYPN Sapphire or its representatives.
We may publish content linking or referring to third-party data, websites, and other information not developed by us. This information is believed to be accurate and current as of the time of its publishing. However, we do not have the ability to control third-party websites and therefore cannot ensure that any such information has not changed or that it is still available. Your use of any third-party information or websites is at your own risk. Please verify the accuracy of and timeliness of all information that you rely upon for your personal investment and planning decisions.