We do good work, with good people, for good people.

XYPN is the leading turnkey financial planning platform for fee-only advisors who want to serve their Gen X & Y peers.

Our founders, Michael Kitces and Alan Moore, struck a chord as they preached about the need to do financial planning differently to serve Gen X and Gen Y clients. Whether they were speaking at an industry conference, writing a blog, podcasting, or simply tweeting, the message was heard loud and clear: it's the dawn of a new era in financial planning. Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. If you're up for the challenge of disrupting an industry, join us.

Why you'll love XYPN

Let us count the ways

  • Work/Life Balance. For Real.
  • Collaborative, Positive Teammates
  • We'll Embrace Your "Unique Weird"
  • Advancement Opportunities Galore
  • Inspiring Leadership with Integrity
  • Autonomy in Your Role
  • Professional Development Options
  • Rewarding Work That Matters
  • Endless Supply of Free T-Shirts

The Benefits You Need

To live your best life

Thumb avatar 1505347135
Take Time When You Need It
Recharge. Deal with life. We'll be here when you get back.
Thumb avatar 1505346888
Earn What You're Worth
You've honed the unique skills we need. We'll gladly pay you for those.
Thumb avatar 1505348343
Set Yourself Up
Earn towards retirement with company matching up to 4.5%.
Thumb avatar 1505349739
Come As You Are
No suit, no tie, no problem. We're casual around here every day, not just on Fridays.

Learn More

We're an Open Book

Normal photo 1546319246

We value our culture at XY Planning Network, and we want to work with people who like it here as much as we do. That's why we invite you to peruse our Dream Team Handbook. We want you to make an informed decision about joining our team. In this short handbook, you'll learn a lot about our culture. 


  • The minimum number of vacation days team members must use
  • If your dog has what it takes to join our team (our office is pet-friendly)
  • What it means to "embrace your weird
  • How to raise $500 for your favorite charity by playing hooky & donating your time
  • A heckuva lot more!

Click here to read our Dream Team Handbook.

Why You'll love Bozeman

The town that checks all the boxes.

  • Biking: 48 miles of mountain bike trails
  • Breweries: 8 microbreweries plus 3 micro-distilleries & a cider house
  • Convenient Air Travel: Bozeman-Yellowstone International Airport, Montana's busiest airport, has 6 carriers, 8 gates & 15 direct destinations
  • Entertainment: A flourishing downtown with 15 art galleries, plus numerous quaint boutiques & a vibrant restaurant scene offering everything from food trucks to fine dining
  • Fitness: Gym options ranging from CrossFit to climbing to jazzercise, among them more than a dozen yoga studios
  • Fishing: A short drive to 3 storied rivers & ten fly shops
  • Golfing: 5 scenic courses
  • Higher Ed: Home to Montana’s flagship public university, Montana State, which is among the top 3% in the nation for research spending
  • Museums: The Museum of the Rockies, featuring one of the largest dinosaur fossil collections in the world, plus the American Computer Museum, named one of the nation's best free museums in a USA Today poll
  • National Parks: Only 1.5 hours from Yellowstone National Park & a 5-hour roadtrip to Glacier National Park
  • Outdoor Recreation: 80+ miles of trails in the "Main Street to the Mountains" system; 5 mountain ranges & the 1.8 million-acre Gallatin National Forest to welcome hikers, campers, rafters & horseback riders
  • Safety: The violent crime rate is less than half the national average
  • Schools: 8 public elementary schools & 2 public high schools; elementary students are 1.6 grades ahead of the national average, per the New York Times
  • Skiing: 5,700 acres of “the biggest skiing in America.” XYPN to Bridger Bowl: 16 miles; 50 miles to Big Sky Resort
  • Weather: 188 days of sunshine per year

About Bozeman, Montana

Life in a Postcard

Normal photo 1505408439

Go to any great city, round up only the cool people, and you've gathered the population of Bozeman, Montana. Living in a place that's so scenic and so serene changes who you are  -  for the better. For the people who call Bozeman home, It's more than a town; it's a way of life.

You need to experience our idyllic town to truly understand. Rest assured, it won't take long for Bozeman to win you over. Whether you come for a visit or you relocate here, you'll never find a more welcoming community.  

XY Planning Network is headquartered in the heart of Bozeman's historic & vibrant downtown, with endless dining options, wine bars, boutiques, and breweries just steps away. Travelers come from all over to visit our next-door neighbors Yellowstone National Park and Bridger Bowl Ski Area. We can stop by either attraction over a lunch break. Life is good here.

Don't just take it from us. Accolades for Bozeman:

Open Positions

Superstars Wanted

Director of Compliance
  • Bozeman, United States
  • Bozeman, United States

Don't see your dream job this time? Rest assured, we'll post another soon.

Normal photo 1505336728

Sign up for job notifications:  

Our Commitment to Diversity

We welcome everyone.

XYPN is committed to achieving equity and enhancing diversity in both our advisor membership and our hiring processes. By promoting diversity through creating an inclusive and comfortable environment for employees to work and grow with our team, we expand the access and availability of financial planning services.

Below is an outline of initiatives that support our commitment to diversity:

  • Free childcare at XYPN conferences

  • Industry-leading anti-harassment policy at XYPN conferences

  • Commitment to featuring diverse guests on our podcast, including at least 50% women

  • Free webinar series open to all

  • Diversity standards in speaking opportunities at conferences

  • Diversity goals in hiring