It’s more than just your money. It’s your freedom.

I began working with my Advisor at XML with a 529 for my child. Over a few years, that relationship has blossomed into a full-service relationship including managing various investment assets, consultation on the sale of my business and comprehensive retirement planning. I am now comfortable focused on the next chapter of my life knowing I have XML right alongside my family for the ride.

We have been with XML for decades; through different stages of our lives including putting children through private college without debt, navigating different company retirement plan options, understanding and addressing insurance needs, and helping manage parents' resources with their unique needs and risk tolerances. With XML by our side, we’ve been able to save along the way, watch our portfolio grow and now enjoying a great, early, active retirement with the financial means we needed.

We started working with Jason and the XML team over a decade ago, initially managing our investment accounts. Over the years we have done extensive financial planning which has been vital as my wife and I have considered retirement. We feel confident and comfortable making large decisions in regards to our business, downsizing our home and planning for our retirement years.

I have worked with Steve and XML for many years. He keeps me well informed regarding the market and my accounts not only through relevant email communications, but by picking up the phone. He provides easy to understand analytics when we meet in person to discuss my accounts. My advisor is competent, enthusiastic, knowledgeable and helps take the financial stress out of my life.

Working with Lauren at XML has been a gratifying experience from the very beginning. Having a professionally and expertly managed retirement plan enables us to focus on other areas of life. We have peace of mind knowing that we are in good hands!

Working with Kevin at XML has been a great experience. Kevin and his associates are always responsive, they communicate regularly, and most importantly of all they're doing a solid job with my portfolio. It’s great peace of mind to know that they’re there for guidance and advice as my investing goals evolve with life circumstances and age.

We have been working with Michelle and XML-W since 2018 and have been impressed with their calm and steady approach to wealth management through the ups and downs of the market. They have helped us move towards our retirement goals with confidence and attentive care.