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At XYPN, our strength lies in the expertise, passion, and diverse perspectives our Member Firms offer.  Our advisors serve a wide variety of clients nationwide and share a commitment to providing fee-only financial planning that's affordable and accessible to anyone with goals they want to achieve.

Each firm upholds the fiduciary standard of care, ensuring you receive advice that puts your best interests first.

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XYPN Sapphire Member Firms

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Scholar Financial

Ron Rhoades, CFP®

Charles-Michael

Charles Michael Financial

Charles Feehely, CFP®, MSPFP

Trophy-point

Trophy Point Financial Planning

Derek Merkler, CFP®

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Momentous Wealth Advisors

Brian Muller, AAMS®

Beechmont

Beechmont Financial

Melody Brady, CFP®, ChFC®

Evidentia

Evidentia Wealth Advisors

Bryan Wilczewski, CFP®, ChFC®, CIMA

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Hundred Financial Planning

Ryan Johnson, CFP®, BFA™

onyx-financial

Onyx Financial

Marianne Poon, CFA, MBA

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Clear Skies Planning

David Brown, CIMA®, CPWA®

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Quiet Wealth

Lindsey Young, CFP®, CEPA®

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Vita Wealth Management

Stratton Harrison, CFP®, EA

Refresh Wealth Logo

Refresh Wealth

Chris Arnold, CFP®

Tenere-Wealth-Advisors

Tenere Wealth Advisors

Jason Lilly, MBA, CFA, CFP®

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Turning Point Financial

David Frank, CFP®

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Windjammer Wealth

Johannes Fure, CFP®

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Ardent Guardian

Mario Pizzamiglio, Esq., CPA, CFP®

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Adelphi Wealth Advisory

Scott Malbasa, J.D., CFP®

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Lighthouse Planning

Bryan Gum, CFP®

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Verbatim Financial

John Stoj, CEPS

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Purposeful Money

Erin O’Brien CFP®, EA, SE-AWMA