Find a Retirement Financial Advisor You Can Trust

Use the Find an Advisor search to filter by location, specialty, or service model. You can view profiles, compare expertise, and schedule consultations to find the perfect match for your retirement planning needs.

Absolutely. Many XYPN advisors serve clients through flat-fee, hourly, or subscription models, making professional financial advice accessible to people at every stage.

Advisors in the Network provide a wide range of services, including (but not limited to) retirement planning, investment management, tax strategy, debt reduction, and financial goal-setting. 

XYPN's Find an Advisor search exclusively features CFP® professionals who are fiduciaries and fee-only, so you can skip the guesswork and connect with someone who’s truly focused on you.

It’s never too early, or too late, to start. Whether you’re ten years out or already in retirement, an XYPN advisor can help you build or refine a strategy that supports your lifestyle, tax goals, and long-term security.

There’s no one-size-fits-all strategy. Your XYPN advisor will design a personalized withdrawal plan that balances your income needs, tax impact, and portfolio longevity.

XYPN is a Network of independent, fee-only financial advisors committed to serving clients with transparency and care. Every advisor in the Network acts as a fiduciary, meaning they’re required to put your best interests first.

XYPN members listed on the Find an Advisor search must hold a CFP® designation, offer fee-only planning, sign a fiduciary oath, provide virtual services, and remain in good standing.

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 the BrokerCheck screening process.