• Rockville 301.770.5234
  • Vienna 703.790.5999

The Board Room

Posted on: January 7, 2016

Brett Bernstein, CFP©, was named one of the Top Board Presidents of the Year by BoardRoom magazine. Brett serves as President of the Lakewood Country Club in Rockville, Maryland. BoardRoom magazine annually recognizes the world’s top private club presidents, as Private Club Presidents of the Year, for their outstanding work, their understanding of the industry, and role and responsibilities of the club’s board of directors. (January 31, 2012)

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

service-icon
financial
planning

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

service-icon
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.

service-icon
XML
Brochure

XML Brochure

Brett Bernstein, CFP©, was named one of the Top Board Presidents of the Year by BoardRoom magazine. Brett serves as President of the Lakewood Country Club in Rockville, Maryland. BoardRoom magazine annually recognizes the world’s top private club presidents, as Private Club Presidents of the Year, for their outstanding work, their understanding of the industry, and role and responsibilities of the club’s board of directors. (January 31, 2012)