XYPN makes it possible.

XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services. 

Business Development

XYPN

Alan Moore

Michael Kitces

Travis Johnson

Vince Hockett

Ryan Watin

Mario Nardone

Leadership Team

Operations

Human Resources and Compliance

Customer Support and Engagement

Finance and Accounting

Sales and Marketing