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XML Financial Group

Posted on: January 5, 2016

XML Financial Group is an independent financial services and wealth management firm. After nearly forty years of combined experience with one of the largest financial services firms, the founders of XML deliver a first class experience that addresses asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including plan…

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Why XML Financial Group?

Posted on: January 5, 2016

With nearly forty years of combined experience, the XML Financial Group has earned a reputation for being a premier independent wealth management firm in Maryland since first opening in 2004. Skill and industry insight allows the XML financial planning advisors to provide clients with a first-class experience that addresses every aspect of their portfolio: asset…

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Welcome!

Posted on: March 28, 2013

Welcome to our blog! We look forward to bringing you relevant updates and tips. Please check back soon!

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get in touch
We offer a full suite of investment services
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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.

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financial
planning

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

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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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XML
Brochure

XML Brochure

XML Financial Group is an independent financial services and wealth management firm. After nearly forty years of combined experience with one of the largest financial services firms, the founders of XML deliver a first class experience that addresses asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including plan design assistance and forecasting), and traditional investment management. Using an open architecture allows the team at XML Financial Group to reach across product platforms and address the most unique financial circumstances with unbiased advice. Guidance is built on a disciplined foundation that incorporates three key cornerstones and philosophies:

DISCIPLINED

At XML Financial Group our professionals do not trade stocks, time the market, or waiver from recommended allocations and managers. As financial advisors affiliated with LPL Financial, we generate most of our revenue from asset management fees rather than commissions, thus many potential conflicts of interest are removed. While there are always appropriate times to reevaluate portfolios and other plan strategies, the XML philosophy is designed to address long-term objectives taking into account a practical approach to the client’s
day-to-day needs.

INTERLOCKED

Understanding that additional advisors in your life are beneficial to the overall process and success of a plan, the XML Financial Group encourages and often facilitates collaboration with your CPA, attorney and other trusted
advisors. Creating a strong line of communication between all parties greatly improves the experience for the client and, more importantly, the chance of successfully reaching realistic goals.This comprehensive approach begins with:
• A thorough assessment of your current financial state
• Identification of financial goals, risks and time horizons
• Plan development
• Plan supervision
• A customized communication schedule to suit client needs

PRINCIPLED

The XML Financial Group does not sell proprietary products: ever. Consistently keeping the client’s best interests first, regardless of potential financial gain, is our number one priority. Our use of an independent broker/ dealer compliments that philosophy and translates to the delivery of:

  • Unbiased guidance
  • Access to independent research
  • Broad investment offerings
  • Competitive pricing
  • True independence

With nearly forty years of combined experience, the XML Financial Group has earned a reputation for being a premier independent wealth management firm in Maryland since first opening in 2004. Skill and industry insight allows 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, the XML advisors provide 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, the XML Financial Group eliminates many potential conflicts in assisting every client successfully prepare for their future.

Welcome to our blog! We look forward to bringing you relevant updates and tips. Please check back soon!