NEWS // COVID-19 Notice
Contact-banner

Our Blog

XML Wealth Insights: Employment Trends

08/19/20

 August 14th, 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on “Employment Trends.” Have questions about ...
READ MORE


XML Financial Group Named to 2020 Financial Times 300 Top Registered Investment Advisers

08/05/20

July 30, 2020 – XML Financial Group is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top ...
READ MORE


    how we work

    We’re here to help you make investments that align with your lifestyle.

    learn How

    who we are

    Brett Bernstein CEO & Co-founder
    Rob Kantor CIO & Co-founder
    Curtis Congdon President
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Sr. Wealth Advisor, Partner
    Eric Wightman Sr. Wealth Advisor, Partner
    Jack May Sr. Wealth Advisor
    Lauren O’Brien Sr. Wealth Advisor
    David Margulies Sr. Wealth Advisor
    Noorjahan Enayat Sr. Wealth Advisor
    Beth Levine Sr. Wealth Advisor
    Kevin Peters Wealth Advisor
    Steven Collins Wealth Advisor
    Sharon Abbey Wealth Advisor
    Sasha Chelekhov Wealth Advisor
    Bob Abel Wealth Advisor
    John Sciuto Wealth Advisor
    Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
    Pete Deoudes Director of Marketing | Financial Planner
    FULL TEAM

    resources

    Podcasts, articles, financial news and more!

    learn More

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

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk