Because we knew we could do better for our clients…

In 2004 three established Financial Advisors from a large Wall Street firm set out on a mission to create a boutique independent financial services firm they could be proud of. They sought to provide advice and guidance to their clients without the questionable pressures a large firm may bring. They looked for a platform that offered products for no other reason than because they were best in class.

The partners also knew that as entrepreneurs, they’d be able to relate better to their clients, many of whom run successful companies and built their wealth through their own hard work. They knew that they could differentiate themselves from the herd of advisors that aren’t willing to step away from big brands because they believed in themselves and the quality of advice and guidance they brought to each client relationship.

Most importantly, they could build an infrastructure that served their needs, which ultimately allows them to serve their clients needs. On that foundation, the XML Financial Group was born.

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We offer a full suite of investment services
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.

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.

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In 2004 three established Financial Advisors from a large Wall Street firm set out on a mission to create a boutique independent financial services firm they could be proud of. They sought to provide advice and guidance to their clients without the questionable pressures a large firm may bring. They looked for a platform that offered products for no other reason than because they were best in class.

The partners also knew that as entrepreneurs, they’d be able to relate better to their clients, many of whom run successful companies and built their wealth through their own hard work. They knew that they could differentiate themselves from the herd of advisors that aren’t willing to step away from big brands because they believed in themselves and the quality of advice and guidance they brought to each client relationship.

Most importantly, they could build an infrastructure that served their needs, which ultimately allows them to serve their clients needs. On that foundation, the XML Financial Group was born.