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

The Customer Service Team at XYPN is responsible for providing exceptional support to financial advisors utilizing XYPN’s platform. They assist with onboarding, troubleshooting, and maximizing the use of our curated technology and services. This team ensures that advisors have the resources and guidance they need to operate their firms efficiently and successfully.

Customer Service Team

Leadership Team

Operations Team

Customer Service Team

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Team members

Other teams at XYPN

Leadership Team

Operations Team