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Communities

Our clients are not clones.

Look at our clients and you’ll see people from many different communities. Our work is customized to meet each of you where you are now, and help you get to where you want to be.
WHAT OUR CLIENTS ARE SAYING

Women, Wealth & Wellness —

We have been working with Michelle and XML-W since 2018 and have been impressed with their calm and steady approach to wealth management through the ups and downs of the market. They have helped us move towards our retirement goals with confidence and attentive care.

Barbara G.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Building Wealth —

Working with Kevin at XML has been a great experience. Kevin and his associates are always responsive, they communicate regularly, and most importantly of all they're doing a solid job with my portfolio. It’s great peace of mind to know that they’re there for guidance and advice as my investing goals evolve with life circumstances and age.

Rich S.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Helping the Money Last —

Working with Lauren at XML has been a gratifying experience from the very beginning. Having a professionally and expertly managed retirement plan enables us to focus on other areas of life. We have peace of mind knowing that we are in good hands!

Dan and Laura W.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Entrepreneurs —

I began working with my Advisor at XML with a 529 for my child. Over a few years, that relationship has blossomed into a full-service relationship including managing various investment assets, consultation on the sale of my business and comprehensive retirement planning. I am now comfortably focused on the next chapter of my life knowing I have XML right alongside my family for the ride.

Kim C.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Leaving a Legacy —

I have worked with Steve and XML for many years. He keeps me well informed regarding the market and my accounts not only through relevant email communications, but by picking up the phone. He provides easy to understand analytics when we meet in person to discuss my accounts. My advisor is competent, enthusiastic, knowledgeable and helps take the financial stress out of my life.

Debbie T.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Retirement —

We have been with XML for decades; through different stages of our lives including putting children through private college without debt, navigating different company retirement plan options, understanding and addressing insurance needs, and helping manage parents' resources with their unique needs and risk tolerances. With XML by our side, we’ve been able to save along the way, watch our portfolio grow and now enjoying a great, early, active retirement with the financial means we needed.

Ron and Joyce B.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Considering Retirement —

We started working with Jason and the XML team over a decade ago, initially managing our investment accounts. Over the years we have done extensive financial planning which has been vital as my wife and I have considered retirement. We feel confident and comfortable making large decisions in regards to our business, downsizing our home and planning for our retirement years.

Chip S.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

how we work

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

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who we are

Brett Bernstein CEO & Co-founder
Rob Kantor CIO & Co-founder
Curtis Congdon President
Mark Samson Senior Partner
Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
Jason Klopman Senior Wealth Advisor, Partner
Eric Wightman Senior Wealth Advisor, Partner
Shawna Bieda Senior Wealth Advisor
David Clark Senior Wealth Advisor
Noorjahan Enayat Senior Wealth Advisor
Beth Levine Senior Wealth Advisor
David Margulies Senior Wealth Advisor
Jack May Senior Wealth Advisor
Lauren O’Brien Senior Wealth Advisor
Jordan VanOort Senior Wealth Advisor
Sharon Abbey Wealth Advisor
Bob Abel Wealth Advisor
Sasha Kantarski Wealth Advisor and Director of Financial Planning
Steven Collins Wealth Advisor
Kevin Peters Wealth Advisor
John Sciuto Wealth Advisor
Jennifer Telesca Wealth Advisor
Nicole Treiber Wealth Advisor
Caleb Long Wealth Advisor
Radley Ellenbogen Associate Wealth Advisor
Mary Abba Client Service Associate
Florence Bird Client Service Associate
Louis Blanc Client Service Associate
Carolyn Brescia Client Service Associate
Sharon Cirillo Client Service Associate
Jayson Magro Client Service Associate
Gail Stanton Client Service Associate
Meredith Wade Client Service Associate
Vidya White Client Service Associate
Douglas Callan Senior Portfolio Manager
Stephen Clagett Director of Branch Operations
Amy Lytle Director of Client Services
Kristian Price Director of Client Experience
Caite Stevens Chief Technology Officer
FULL TEAM

resources

Podcasts, articles, financial news and more!

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