Find a Small Business Financial Advisor Who Helps You Grow

No. Many XYPN advisors offer flat-fee, hourly, or subscription pricing, making professional guidance accessible for small business owners at all stages.

Yes. All XYPN advisors offer virtual services, so you can work with the right advisor regardless of your zip code.

Yes. Advisors in the Network can help simplify cash flow, maximize quarterly tax payments, plan for growth and retirement, and more.

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 thinking about jumping into entrepreneurship or are already an established small business owner, a financial planner in the Network can help you build a strategy that supports your lifestyle, business goals, and long-term security.

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.