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2016 Finalist: XY Planning Network

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients.

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. We offer comprehensive resources to help financial planners run better and more successful businesses.

We support and encourage financial advisors who want to start their own firm to serve their ideal clients and niche — as well as advisors who have already started their own financial planning firms. The benefits and services that our members have access to include assistance in launching a firm and ongoing support to keep it running smoothly and successfully.

For more information, please visit www.xyplanningnetwork.com

Award Category:

  • Disruptors - Industry

Finalist Initiative:

  • XY Planning Network
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