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our services

Helping you work towards your financial goals, every step of the way
for
advisors

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.

financial
planning

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

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.

XML
Brochure

XML Brochure

meet our team

Financial guidance you can depend on
  • Brett Shane Bernstein, CFP®
    Managing Partner & Co-founder
  • Rob D. Kantor, ARPC
    Managing Partner & Co-founder
  • John M. Finigan, Jr.
    Partner
  • Jason Elliot Klopman, CFP®
    Partner
  • Kevin Patrick Peters, CLU®
    Executive Financial Consultant
  • Jonathan Lowe
    Business Development Officer
  • Noorjahan Enayat
    Executive Financial Consultant
  • Judith M. Tiktin, CPA
    Financial Consultant
  • Robert Abel, CPA
    Financial Consultant
  • Susan A. Harpe
    Director of Operations
  • Todd Kullen
    Chief of Staff
  • Natalie Gosselin
    Operations Associate
  • Robyn L. Crossan
    Operations Associate
  • Stacey Lee
    Operations Associate
  • Mike Finigan
    Operations Associate
  • Gina M. Neild
    Administrative Associate
  • Lisa Golden
    Director of First Impressions

Why XML Financial Group?


Because we knew we could do better for our clients...

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.

 

industry recognition

To see our various awards and recognition
The Focus Partnership

To see more about our partnership with Focus Financial
Philanthropy

Community involvement that makes a difference...
get in touch

our offices

Two convenient locations to better serve our clients
rockville
Rockville, MD
Rockville, MD

One Preserve Parkway
Suite 120
Rockville, MD 20852


T: 301.770.5234
F: 301.770.4929

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rockville
Vienna , VA
Vienna , VA

8381 Old Courthouse Rd
Suite 211
Vienna, VA 22182


T: 703.790.5999
F: 703.749.8588

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