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

Why XML Financial Group?

Posted on: January 5, 2016

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.

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We offer a full suite of investment services
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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.

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financial
planning

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

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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.

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trust
services*

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

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.