Diversity Champion Finalist

XY Planning Network

Industry organization Year founded:2014 Employees:51

XY Planning Network specializes in helping financial advisers that serve Generation X and Generation Y clients, as well as other overlooked segments of the population that may not have yet built up their assets. “White households control the most wealth, and most advisers work with wealthier clients,” said Alan Moore, network president. “But we think everyone deserves a shot.”

The network encourages its members to focus on a niche, and charge on a retainer model, to better reach underserved households. It also offers a "Find an Advisor" online tool for the public that allows people to search its advisers by specific categories like ethnicity and sexual orientation.

XYPN’s diversity committee promotes its mission through initiatives such as regularly scheduled diversity-themed blog posts, monthly diversity webinars for advisers, and scholarships for diverse CFP exam candidates. The network also assembles a diverse group of keynote speakers at its conferences and has created an anti-harassment code of conduct to provide a comfortable and nonjudgmental environment.

Contact Jennifer Mastrud, director of marketing, at jennifer@xyplanningnetwork.com to learn more about the network's diversity and inclusion initiatives.

— Vanessa Drucker

Lifetime Achievement

Rising Stars

See it, Be it Role Models

Outstanding Practices

Diversity Champions


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