XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & 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.
XY Planning Network Address
24 E. Main Street Bozeman, MT United States
XY Planning Network Email
Past Companies
XY Planning NetworkCEO & Co-Founder
AdvicePayChairperson of the Board - Co-founder & former CEO
Serenity Financial Consulting, LLCFounder & Financial Planner