A complete list of active advisors currently associated with XYPN Sapphire

Warmer can help you find a great advisor at XYPN Sapphire or one who fits your needs even better.

XY Investment Solutions, LLC (doing business as XYPN Sapphire) provides investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, business entities, and retirement plans. The firm offers both discretionary and non‑discretionary portfolio management, standalone and integrated financial planning, and sponsored TAMP services. The firm’s investment approach emphasizes a long‑term, risk‑based allocation informed by Modern Portfolio Theory, implemented through diversified mixes of mutual funds, ETFs, individual securities, and periodic rebalancing. Adviser-tailored plans are monitored by a designated IAR, may employ third‑party subadvisors or separate account managers when appropriate, rely on documented human oversight of any AI tools, and the firm is piloting a digital‑asset management program using a qualified third‑party custodian. XYPN Sapphire operates as a corporate RIA supporting nearly 50 affiliated advisors who may maintain their own DBAs under the single RIA, and it is wholly owned by XY Planning Network — a structural model that centralizes back‑office, compliance, and model portfolio services. Notably, the firm offers its model portfolios and related services to other independent RIAs and hosts a small pilot for custody and management of tokenized/digital asset securities with Prometheum, an arrangement that is uncommon among multi‑team peers.

To learn more about the advisors currently working at XYPN Sapphire, 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.

You can also browse XYPN Sapphire's office locations.