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.
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.
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:
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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