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  • Rockville 301.770.5234
  • Vienna 703.790.5999
  • Check the background of this firm on FINRA's BrokerCheck.
our services

Helping you work towards your financial goals, every step of the way
advisor
consulting

Whatever your current background is in an investment advisory capacity, XML Financial Group can help you think about, address, and execute on the decision to go independent.

financial
planning

The wealth management team at XML Financial Group is here to help you with all aspects of financial planning.

investment
management

With an understanding that every client’s needs are unique, XML Financial Group strives to provide the most customized and consultative investment management service possible.

trust
services*

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL.

meet our team

Financial guidance you can depend on
  • breet
    Brett Shane Bernstein, CFP®
    Managing Partner & Co-founder
  • rob
    Rob D. Kantor, ARPC
    Managing Partner & Co-founder
  • 5M2A9130
    John M. Finigan, Jr.
    Partner
  • 5M2A8851
    Jason Elliot Klopman, CFP®
    Partner
  • 5M2A8957
    Kevin Patrick Peters, CLU®
    Executive Financial Consultant
  • 5M2A8886
    Jonathan Lowe
    Executive Financial Consultant
  • 5M2A9039
    Noorjahan Enayat
    Executive Financial Consultant
  • 5M2A8992
    Judith M. Tiktin, CPA
    Financial Consultant
  • 5M2A9256
    Robert Abel, CPA
    Financial Consultant
  • 5M2A9074
    Susan A. Harpe
    Director of Operations
  • Todd
    Todd Kullen
    Director of Data Analysis
  • 5M2A8838
    Natalie Gosselin
    Operations Associate
  • 5M2A8745
    Robyn L. Crossan
    Operations Associate
  • Stacey
    Stacey Lee
    Operations Associate
  • 5M2A9106
    Mike Finigan
    Operations Associate
  • 5M2A8798
    Gina M. Neild
    Administrative Associate
  • 5M2A9017
    Lisa Golden
    Director of First Impressions

Why XML Financial Group?


Because we knew we could do better for our clients...

With nearly forty years of combined experience, XML Financial Group has earned a reputation for being a premier independent wealth services firm in Maryland since first opening in 2004. Skill and industry insight allow the XML financial planning advisors to provide clients with a first-class experience that addresses every aspect of their portfolio: asset titling and estate planning, philanthropic planning, tax planning, comprehensive insurance planning, retirement preparation, and investment management.

As an independent financial services firm, XML Financial Group provides unbiased advice that addresses both long-term objectives while taking a practical approach to the client’s daily needs. And because revenue is predominantly generated through asset management fees as opposed to commissions, XML Financial Group limits many potential conflicts in assisting every client in preparing for their future.

 

industry recognition

To see our various awards and recognition, please click here
Philanthropy

Community involvement that makes a difference...
get in touch

our offices

Two convenient locations to better serve our clients
rockville
Rockville, MD
Rockville, MD

One Preserve Parkway
Suite 120
Rockville, MD 20852


T: 301.770.5234
F: 301.770.4929

map
rockville
Vienna , VA
Vienna , VA

8381 Old Courthouse Rd
Suite 211
Vienna, VA 22182


T: 703.790.5999
F: 703.749.8588

map