About XML

Find out more about wealth management advisors at XML, and how they can help you prepare for your financial future!

About XML

XML Blog

Get the latest financial planning news, updates, and tips from the Maryland wealth management consultants on the XML Financial Group blog!

XML Blog

XML Services

Are you ready for retirement? Find out how the financial planning advisors at XML can help you get prepare for your future!

XML Services

Access your Portfolio

Already a XML client? Click the learn more to access your portfolio and monitor your financials at any time!

Access your Portfolio

XML Financial Resources

Do some calculations at home and check out these FREE wealth management resources and tools from the XML Financial Group!

XML Financial Resources

Importance of your performance

It is not enough to simply create a financial portfolio—one must also be able to determine whether it is successful or not! Do you truly understand the performance of your investments? Contact the wealth management consultants at the XML Financial Group for your FREE, no-obligation portfolio review!

Importance of your performance

XML Philanthropic Partners

The financial planning advisors at XML Financial Group are dedicated to giving back to the community, supporting several local non-profits and charity organizations. Click here to learn more about our philanthropic partners!

XML Philanthropic Partners
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Why XML Financial Group?

With nearly forty years of combined experience, the XML Financial Group has earned a reputation for being a premier independent wealth management firm in Maryland since first opening in 2004. Skill and industry insight allows 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, the XML advisors provide 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, the XML Financial Group eliminates many potential conflicts in assisting every client successfully prepare for their future.

XML Blog

Posted on August 6, 2014

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