A complete list of active advisors currently associated with X and Y Advisors, Inc.

Warmer can help you find a great advisor at X and Y Advisors, Inc. or one who fits your needs even better.

X and Y Advisors, Inc. serves individual and high‑net‑worth clients and provides financial planning, investment management, tax preparation, accounting, and business consulting. The firm operates on a fee‑only basis and manages roughly $18.8 million in discretionary assets for a relatively small client base. The firm’s investment process uses Modern Portfolio Theory and primarily favors passive portfolios built from index mutual funds and ETFs; investment management is provided to comprehensive planning clients as part of the planning engagement rather than as a separate asset‑based charge. X and Y also uses and monitors third‑party (outside) investment managers, including an independent manager platform, as part of its implementation options. Distinctive elements include integrated in‑house accounting and tax preparation services led by a licensed CPA and the firm’s provision of educational seminars and paid speaking engagements, both of which are uncommon among peers. The brochure also discloses affiliations with other advisers and a co‑founder’s contracted planning work for another firm, and the firm’s practice of not charging percentage‑of‑AUM investment fees differentiates it from most supported firms.

To learn more about the advisors currently working at X and Y Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.