Start your advisor search with confidence with XYPN’s CFP® designated Find an Advisor search portal that lets you filter based on the level of support you’re looking for.

Once you find a firm or two that feels like a fit, schedule an introductory meeting to interview the advisors. Get a leg up with the Financial Advisor Interview Guide →

Financial planners in the Network stand behind a holistic approach to financial planning.

Your values, passions, worries, and goals are all taken into account when determining your financial plan and planning needs under a comprehensive planner. 

Advisors join the Network to gain access to other firms upholding the same rigorous standards of doing what’s best for their clients. Together, we’re making it possible for real, trusted, financial advice to be accessible to all.