Calculators

We offer a variety of resources, including calculating tools for different financial aspects, from college to the mortgage.

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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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Brochure

XML Brochure

We offer a variety of resources, including calculating tools for different financial aspects, from college to the mortgage.