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. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence in Diversity & Inclusion Awards.
If you're up for the challenge of disrupting an industry, join us.
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 Policies & Procedures Manual (we promise—it's more exciting than it sounds!). We want you to make an informed decision about joining our team. In this short handbook, you'll learn a lot about our culture.
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:
XYPN is committed to achieving equality and enhancing diversity in the financial planning profession. Through creating an inclusive and comfortable environment for all, we expand access to financial planning services.
We believe we're better when we're diverse, which includes diversity in race & ethnicity, gender, background, religious belief, and more. XYPN's commitment to achieving equality starts "at home" with diversity goals in hiring and continues in many innovative ways.
When hiring, we don't staff based on skin color or gender. We do, however, push ourselves to give candidates from underrepresented populations a chance they may not otherwise get. Our goal is to interview at least two non-white candidates in first-round interviews for all open positions.
We've set the following goals for our workforce:
Below is an outline of additional initiatives that support our commitment to diversity: