Lifestyle Driven Advice

It’s not just your money, it’s your life! We believe your wealth is a means to getting the most out of your life, and work with you to make that a reality.

Lifestyle Driven Advice

It’s not just your money, it’s your life! We believe your wealth is a means to getting the most out of your life, and work with you to make that a reality.

What We Believe

How We Work

team driveninvesting

“No one knows everything.” We try to make informed, rational decisions that align your investments with your lifestyle.

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360 SUPPORT

“We have a person for that”. If it’s important to you, we are here to help, beyond just investments and planning.

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 QUALIFIED

“We’ve got the credentials.” Meet the team.


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CommunityCENTRIC

“Our clients are not clones.” Learn more about how we advise our community.


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 INDEPENDENT

“We think for ourselves.” Read about our beliefs and how we invest in our community.

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Who We Are

A Team Of Passionate Professionals

With roots back to 1981 XML is passionate about assembling a team with expertise not just in money management, but also in listening and with sincere care for our client’s well-being. We currently have specialists with designations and degrees ranging from CFPs, CRPCs, MBAs and others, working to improve our client’s lives.

FULL TEAM
WHAT OUR CLIENTS ARE SAYING

Women, Wealth & Wellness —

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.

Barbara G.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Building Wealth —

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.

Rich S.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Helping the Money Last —

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!

Dan and Laura W.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Entrepreneurs —

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 comfortably focused on the next chapter of my life knowing I have XML right alongside my family for the ride.

Kim C.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Leaving a Legacy —

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.

Debbie T.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Retirement —

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.

Ron and Joyce B.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Considering Retirement —

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.

Chip S.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Wondering if there might be something more you and your money could do?

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