Find your ideal financial advisor

Everyone deserves trusted financial advice. 

Start your search for the financial planner of your dreams with XYPN’s CFP® designated Find an Advisor search portal, making transparent, trusted financial advice possible.

Start your Search →

Find a Partner on Your Side

We believe professional advice should put you first. That’s why every financial advisor in the Network signs an oath to work in your best interest.

TO BE LISTED ON THE XYPN FIND AN ADVISOR SEARCH PORTAL, ADVISORS MUST: 

 

Hold a CFP® Designation

The Find an Advisor search portal connects you with planners in the Network who hold a CFP® certification—representing a commitment to the highest standards of education and experience.

Offer Fee-Only Planning

A fee-only service model makes financial planning accessible and affordable for anyone seeking advice—whether or not they have assets to manage.

Sign a Fiduciary Oath

Financial advisors in the Network must uphold a fiduciary standard to keep sales and advice separate—think: your doctor versus a pharmaceutical rep.

Provide Virtual Services

Physical location should not limit your access to financial planning. Advisors in the Network provide services virtually as needed.

Remain in Good Standing

Financial advisors in the Network undergo a strict screening process to ensure there are no bad apples. Read more about our BrokerCheck screening process.

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The first step

Find an Advisor

Filter by niche, specialty, or keyword to find your ideal financial advisor fit. Keep it local or connect remotely.

Find an Advisor Search Portal →
Find 1:1 financial support

Education & Resources

No matter where you are in your personal finance journey, financial planning firms in the Network can meet you wherever you’re at. Find the right fit with our CFP® designated Find an Advisor search portal.

Download the free guide to selecting an advisor →

The next step

Interview your advisor candidates

Learn what to look for and questions to ask when selecting a financial planner with our Interview Guide.

Get the Guide →

XYPN Advisors in the Media

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Craig Toberman

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From Our Blog

Stay in the know with resources, tips, and insights from advisors in the Network. 

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Good Financial Reads: The Business Owner’s Financial Operating System
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You deserve trusted financial advice. 

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