Co-Founder

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Fee-Only Financial Planning Network Experiences Record Growth, Reflecting Shift in Consumer Preferences

Michael Kitces and Alan Moore caution not to read too much into 'Sapphire' launch but encourage reading everything into staggering momentum of XYPN-classic

Bookkeeping Specialist

XYPN is a turnkey advice and planning platform for fee-only financial advisors. They are seeking a Bookkeeping Specialist to manage bookkeeping tasks for multiple clients, provide monthly reconciliation, and deliver excellent customer service.

Bookkeeping Specialist (Part-Time)

Director of Talent

Chief People Officer

Lead Bookkeeping Specialist

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