• Rockville 301.770.5234
  • Falls Church XML 703.790.5999 or LMA 703.827.2300
  • Frisco 970.668.5700
  • BrokerCheck

Disclosure

XML Financial Group, LLC (“XML” or “the Firm”) is an SEC-registered investment adviser with its principal place of business in the State of Maryland. Registration does not imply a certain level of skill or training. XML may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

XML has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Any subsequent, direct communication by XML with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of XML, please contact XML or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Past performance is no guarantee of future results.  Investing in the stock market involves gains and losses and may not be suitable for all investors.
This presentation should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without prior notice.

For additional information about XML, including fees and services, send for our disclosure statement as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

XML Financial Group, LLC (“XML” or “the Firm”) is an SEC-registered investment adviser with its principal place of business in the State of Maryland. Registration does not imply a certain level of skill or training. XML may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

XML has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Any subsequent, direct communication by XML with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of XML, please contact XML or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Past performance is no guarantee of future results.  Investing in the stock market involves gains and losses and may not be suitable for all investors.
This presentation should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without prior notice.

For additional information about XML, including fees and services, send for our disclosure statement as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.