Rockville 301.770.5234
Falls Church 703.790.5999
Frisco 970.668.5700
BrokerCheck

Contact Us

For more information regarding our services, please fill out the form below.

My Portfolio Login 

Fidelity

Rockville, MD

One Preserve Parkway
Suite 120
Rockville, MD 20852

T: 301.770.5234
F: 301.770.4929

Driving Directions 

Falls Church, VA

7600 Leesburg Pike
Suite 120 East
Falls Church, VA 22043

T: 703.790.5999
F: 703.749.8588

Driving Directions 

Frisco, CO

P.O. Box 2744
610 Main Street, Unit 13
Frisco, CO 80443

T: 970-668-5700
F: 970-668-5701

Driving Directions 

We offer a full suite of investment services

For
advisors

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.

For
advisors

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.

Our
Services

The wealth management team at XML Financial Group offers very personalized and consultative financial services.

Our
Services

The wealth management team at XML Financial Group offers very personalized and consultative financial services.

XML
Brochure

XML Brochure

XML
Brochure

XML Brochure

For more information regarding our services, please fill out the form below.

Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC Headquartered at 7600 Leesburg Pike, Suite 120 East, Falls Church, VA 22043, 800-842-8834