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Covid’s Effect On Long-Term-Care Insurance

When : The pandemic has made everyone think more about mortality and their health, which has attracted attention to long-term care insurance. Recently, wealth advisor Kevin Patrick Peters spoke with Financial Advisor on how insurance rates may increase due to COVID-19 and other factors. Read the full story    


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Financial Planning and Wealth Management Panel Discussion: April 27

When : XML Financial Group is committed to shaping future professionals by actively engaging in the community. Senior Wealth Advisor, Lauren O’Brien, is participating in George Mason University’s Financial Planning & Wealth Management networking event on April 27 to discuss opportunities the finance industry has to offer. We are thankful for the opportunity to make a difference among young professionals.


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Consider Owning These ETFs

When : New ETFs continue to rise almost daily. Navigating which you should add to your portfolio can seem like a formidable task. Co-CIO & Co-Founder Rob Kantor discussed one of our core ETF holdings at XML Financial Group. Want to learn more? Read the full ETF.com story    


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Diving Into Avelo Airlines’ Big Push For Pilots

When : Did you join our recent webinar with Avelo Airlines? Through the webinar, Andrew Levy, CEO and Founder of Avelo, spoke with XML CEO Brett Bernstein about navigating the opportunities and challenges of introducing a new airline during a pandemic. Simple Flying covered the webinar and what was discussed. Learn more about what was covered


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Using ETFs To Solve For Fixed Income

When : We anticipated rates would rise and acted accordingly. CIO and Co-Founder Rob Kantor saw the writing on the wall and positioned clients in shorter and medium-duration fixed income investments. He tells ETF.com how we’ve shifted toward ETFs that could benefit from inflation in the article below.


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Advisory Firms Embrace Flexwork Schedules To Preserve Talent

When : Talent retention has always been a priority, but the pandemic has made it paramount. XML CEO Brett Bernstein discusses changes the firm has offered to keep and attract good employees during Covid-19 in this Financial Advisor story  


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5 expensive mistakes shoppers make during the holiday season, according to financial planners

When : The holiday season is upon us and sticking to a budget can be hard. To combat this, many consumers chose to buy now, pay later on purchases. While this sounds like a great option, it can hurt your overall credit. Recently, XML CEO Brett Bernstein spoke with Business Insider on the common mistakes shoppers make during the holiday season. Read more  


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Power Women: Michelle Cooper of XML Financial Group On How To Successfully Navigate Work, Love and Life As A Powerful Woman

When : XML-W Director and Co-founder Michelle Cooper was recently featured in Authority Magazine’s Power Women series, designed to explore how successful, strong and powerful woman navigate and balance work, employee relationships, love and life. Read the in-depth conversation  


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Should Annuity Buyers Time the Market?

When : When it comes to annuities, there’s no good or bad time to buy. However, a variety of factors can affect your payout. There are also many different types of annuities that can serve as bond substitutes or as accumulation vehicles. Recently, XML CEO Brett Bernstein spoke with ThinkAdivsor about how individuals should evaluate annuity investments. Learn more  


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Do Advisors Need a Financial Therapist on Their Team?

When : Psychology and investing? This could be a surprise to some but psychology and investing often go together. Recently, XML CEO Brett Bernstein spoke with Barron’s about how much psychology plays a role when it comes to investments and financial planning. Interested in learning more? Read more  


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XML Financial Group Named To 2020 Financial Times 300 Top Registered Investment Advisers

When : XML Financial Group is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

The Top Financial Professionals Peer Survey asked industry professionals the following question, “If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them?”. The professionals receiving the top tier of nominations were included in this list. In order to have been nominated a professional would have had to participate in the survey themself. The financial professional does not pay a fee to be included. This survey does not evaluate the quality of services provided to clients and is not indicative of the financial professional’s future performance.


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Robert Collins of Collins Investment Group Named a Forbes Best-In-State Wealth Advisor for 2020

When : Robert J. Collins, CIG Co-CIO & Managing Director, has been recognized with the accolades below:

1. Forbes Best-In-Sate Wealth Advisors 2021 (Ranked #4 in Maryland)
2. Forbes Top 250 Wealth Advisors 2020
3. Barron’s Top 1200 Financial Advisors 2020

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Northern VA Magazine Top Financial Professional

When : Northern Virginia Magazine has announced its list of Top Financial Professionals for 2020. We’re proud to announce that XML Financial Group President Curtis Congdon and Senior Wealth Advisor Jack May made this year’s list. Thank you to our industry peers for recognizing Curtis and Jack’s outstanding work, and congratulations to everyone who made this year’s list!

The Top Financial Professionals Peer Survey asked industry professionals the following question, “If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them?”. The professionals receiving the top tier of nominations were included in this list. In order to have been nominated a professional would have had to participate in the survey themself. The financial professional does not pay a fee to be included. This survey does not evaluate the quality of services provided to clients and is not indicative of the financial professional’s future performance.


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Northern Virginia Magazine

When : Northern Virginia Magazine Top Financial Professional Peer Survey. This seeks the input and nominations by financial professionals of their peers with the question in mind “If you had a close friend or relative who needed financial planning advise, and you could not handle the case yourself, to whom would you refer them?

The financial professionals that received the most nominations were featured in the September issue. The list is available online. Congratulations to the following professionals: Curtis Congdon, CRPC®, CFP® and Jack May, CFP® E.

 


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Forbes Best-In-State

When : Brett Bernstein, XML CEO & Co-Founder, was ranked #9 in Maryland in the Forbes 2018 Best-In-State Wealth Advisors List.


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Avenel Living Magazine

When : Partner, Michelle P. Cooper, has written a book, I’ve Still Got Me — A Widow’s Journey to Love, Happiness and Financial Independence. “By sharing my story and bringing my challenges out in the open, I hope to draw attention to the common life events that we, as women, face along our life journey.” – Michelle Cooper Read More


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Washingtonian Magazine

When : Eric Wightman was recognized by Washingtonian magazine as one of “DC’s Best Financial Advisers” in April 2016.

Award recipients are selected by their peers. The Washingtonian editorial team sends out a survey at random with its peer nomination. Financial advisors who receive the most peer votes are listed in the award publication. Advisors do not pay a fee to be considered for or to receive this awarded.


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Financial Times

When : Rob Kantor was named to the Financial Times 400 Top Financial Advisers, in 2016 and 2013. Eric Wightman was named to the list in 2015. The list recognizes financial advisers  from across the U.S.

The Financial Times 400 Top Financial Advisors is an independent listing produced by the Financial Times (March, 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the broker-dealers nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.


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Barron’s

When : Eric Wightman was named to the list of Barron’s “Top 1200 Financial Advisors” in 2016 and 2015.

Barron’s Top 1200 Financial Advisors Award is based on data provided by over 4,000 productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.


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    who we are

    Brett Bernstein CEO & Co-founder
    Rob Kantor Co-CIO & Co-Founder
    Curtis Congdon President
    Mark D. Samson Senior Partner
    Robert Collins Co-CIO, Managing Director
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Senior Wealth Advisor, Partner
    Eric Wightman Senior Wealth Advisor, Partner
    Jack May Senior Wealth Advisor
    Lauren O’Brien Senior Wealth Advisor
    David Margulies Senior Wealth Advisor
    Noorjahan Enayat Senior Wealth Advisor
    Beth Levine Senior Wealth Advisor
    David Clark Senior Wealth Advisor
    Jordan VanOort Senior Wealth Advisor
    Kevin Peters Wealth Advisor
    Steven Collins Wealth Advisor
    Sharon Abbey Wealth Advisor
    Sasha Chelekhov Wealth Advisor
    John Sciuto Wealth Advisor
    Bob Abel Wealth Advisor
    Andrew Villafranca Wealth Advisor
    Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
    Radley Ellenbogen Associate Wealth Advisor
    Douglas Callan, CFA® Senior Portfolio Manager
    Jennifer B. Telesca, CIMA®, CRPC® Client Relationship Manager
    Amy Lytle Client Service Manager
    Jayson Magro Client Service Associate
    Florence Bird Client Service Associate
    Meredith Wade Client Service Associate
    Gail Stanton Client Service Associate
    Deborah Jalota Client Service Associate
    Injy Ibrahim Client Service Associate
    Stephen Clagett Director of Branch Operations
    Kristian Price Director of Client Experience
    Pete Deoudes Director of Marketing | Financial Planner
    FULL TEAM

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