Entrepreneurs – Crafting your own path

  • Feel like few people really know the sacrifices you have made to get where you are?
  • Want an advisor who can relate and is also a business owner?
  • Want to know your advisor really supports you and is working for your best interest, so you can focus on your business and family?
  • Questions about operating, shareholder or partnership agreements?
  • Seeking help structuring insurance ownership and beneficiaries?
  • Feel like you can really grow the business and considering raising capital or using debt?
  • Need to look at a technology upgrade?
  • Want to know what the business is really worth?
You’re not a 9-to-5er. You have unique goals, risks and problems you are trying to solve. Us, too! We have broken away from the big banks and created an advisory business to serve you the way we would want to be treated. LET'S TALK

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.

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