If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

Our Sponsors

Tri-State Silver Sponsors

Our Sponsors

Tri-State Bronze Sponsors

XPX Chapters

XPX XPX Hartford Power of Three

One of our Chapter’s most popular offerings is our Power of Three Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting. Interested in learning more? Contact us! 

XPX CT/ACG Meeting

Interested in Joining XPX Hartford?

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

Interested in learning more? Please contact Todd Feldman

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Advisor Principles

Work Collaboratively

Put The Client First

Think Long Term

Consider The Human Angle

Always Be Learning

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Latest – XPX Hartford

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Bronze Sponsors

Our Members

Mr.
Bradley, Foster & Sargent, Inc.
Senior Vice President Wealth Manangement
Merrill Lynch
Merger and Acquisitions Advisor
Touchstone Advisors, LLC
Partner
Whittlesey
Partner
FML
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