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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, JD, CFP®
Chris Brown, PhD, 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®

Evidentia

Evidentia Wealth Advisors

Bryan Wilczewski, CFP®, ChFC®, CIMA

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Hundred Financial Planning

Ryan Johnson, CFP®, BFA™

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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®

Vita WM Logo

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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Adelphi Wealth Advisory

Scott Malbasa, J.D., CFP®

Lighthouse Planning Logo

Lighthouse Planning

Bryan Gum, CFP®

Verbatim Logo

Verbatim Financial

John Stoj, CEPS

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Purposeful Money

Erin O’Brien CFP®, EA, SE-AWMA

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Conley Capital Management

Tyler Conley, CFP®, MBA, CDFA®, CEPA®

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Merion Personal Finance

Julian Treves, CFP®, MBA

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Elation Wealth

Philip Gibson, Ph.D., CFP®
Mark Evers, Ph.D., CFP®

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WealthPeace

Eunsoo Chung, CPA/PFS, CFP®

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Carolina Wealth Planners

Kevin Kennedy, CFP®, CPWA®
Steven Moffitt, CFP®, CIMA®

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Stringer Asset Management

Patrick Diamond, CFP®

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Ten Ring Wealth Advisors

Sean A. Hummel, CFP®

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Intrepid Financial Services

Dave Liegakos, CEPA®, CRPC®

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Harvard Wealth

Jake Harvard, CPA, CFP®

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Approach FP

Justin Pritchard, CFP®, MBA, RMA®​