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 Operations Team at XYPN is responsible for ensuring the seamless execution of all backend processes that support financial advisors in building their independent firms. This includes managing community engagement, talent acquisition and management, optimizing operational workflows, maintaining IT infrastructure, and enhancing membership experience to provide comprehensive back-office and client support services.

Operations Team

Leadership Team

Customer Service Team

Operations Team

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Other teams at XYPN

Leadership Team

Customer Service Team