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XPX New England is a unique, inclusive environment for both owners and advisors to work collaboratively in an active exchange of knowledge where all parties benefit.

XPX New England is a tremendous organization where fellow advisors unlock the power of collaboration. Sure, I've renewed my membership year after year because I can trace key clients who've been referred by XPX members, but just as important are the trusted advisor relationships built over time, affording me the chance to be able to refer others with great confidence. XPX is a terrific community of like-minded professionals, all of whom can benefit by the education, networking, and opportunities to collaborate. I'm very grateful to be a member!

Trammel Martin,  Financial Advisor, UBS Private Wealth Management

We invite you to join our community of advisors as a member of xpx new england

For professional advisors who are seeking a venue for constructive interactions, and where Value Creation is emphasized by Building and Monetizing Business Value, XPX New England offers a unique learning and networking opportunity.

Membership in XPX is subject to approval of a submitted application and requires:

  • Two references, with at least one of them being an active XPX member from an organization other than the applicant’s organization;

  • Relevant expertise as a practitioner providing valued services to owners and/or senior managers of privately held businesses, their owners and/or managers. Regular members should have a minimum of ten years experience (five years for young professionals).

We hope that you will become an active member of our chapter and take advantage of the many benefits we offer as an organization.

Click to Apply Now!

membership benefits

Our membership benefits continue to grow as well, giving you an opportunity to be part of a vibrant community that is committed to build valuable businesses, and prepare and execute successful transitions. We’re happy to offer the following benefits:

  • Most events are complimentary with your membership
  • Special member rates to joint collaboration events
  • Bring business owners who are new to XPX NE to our regular monthly events at no cost
  • Bring four (4) first time registered guests (prospective members) per calendar year to an event at no cost
  • Power of three – a structured networking activity
  • Ambassador Program for first time members
  • Invitation to join Marketing, Membership, Events, Sponsorship or Finance Committees
  • Networking event in August and December
  • Member-only dinner in March
  • Profile on the website, that reaches across XPX Global and gives members greater exposure to all 10 chapters
  • Administrative Support to post information on the chapter website for each member
  • Opportunity to post your events and articles again with greater exposure to XPX Global and social media, a member driven activity
  • Post your blogs and content on the XPX website and social media
  • Access to our video library
  • Access to event videos in their full length for members only
  • Professional education and development through monthly meetings, special programs and events.

We make it easy for you to join and attend events in all three regions. We plan our events months in advance so you can include them on your calendar early. Our community is expanding and so is our collective knowledge, and we want you to be part of it in 2018!


$495/year for Advisors and Business Owners

$195/ year for Young Professionals under 35

$985/year for Corporate Membership (3 members)

Click to Apply Now!

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