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Grant O

Series 65

Billings, MT

XYPN Sapphire

Grant O’Bryan is a financial advisor at XYPN Sapphire with a Series 65 credential and one year of industry experience. Prior to joining XYPN Sapphire, he worked at Alchemy Wealth Management and has served as a commissioned Public Works Officer in the U.S. Army Reserve since 2017. His military role involves planning, resourcing training, and preparing educational materials. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm utilizes a long-term, risk-based investment approach grounded in Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management along with integrated financial planning.

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