XYPN is a turnkey advice and planning platform based in Bozeman, MT, that empowers fee-for-service financial advisors to build their independent firms with complete autonomy. They provide a comprehensive support system, including curated technology, compliance support, educational resources, and a vibrant community, to help advisors succeed profitably.
With a focus on ongoing advocacy and access to training, XYPN offers a range of services, from back-office and client support to investment management and operations. Their integrated platform allows advisors to advise clients on their own terms, making it possible for them to create the independent firm of their dreams.
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