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We offer a full suite of investment services
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.

Our
Services

The wealth management team at XML Financial Group offers very personalized and consultative financial services.

XML
Brochure

XML Brochure

How to Protect Yourself After a Potential Data Breach  – September 2017

Implications of New Tax Law – January 2018