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.
