XY Planning Network – Ribbon Cutting + Drinks, June 21

Date: June 21, 2018

Time: 4:30 pm

Join Prospera + WBC for our next member Ribbon Cutting event including food, beer + wine, door prizes, and a meet + greet with XY Planning Network founders + employees!

XY Planning Network helps financial advisors start their own businesses. We’re headquartered in downtown Bozeman, and employ over 35 team members. We currently help over 650 advisors nationwide start, run, and grow their own firm. XY Planning Network includes a family of businesses each of which also help financial advisors run their own business.

• XY Investment Solutions is an outsourced financial investment platform which helps advisors better run their business.
• FA Bean Counters is bookeeping and tax preparation for financial advisors.
• AdvicePay is a tech start-up that is a payment solution for financial advisors.

XY Planning Network
135 E Main St.
Bozeman, MT 59715


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