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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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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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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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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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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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INC.

When : XML Financial Group made the 2014 Inc. 5000 list of the fastest-growing private companies in America for the fourth consecutive year.

This award is based on several factors, including revenue growth as well as internal employee growth. A $125 application fee was paid to be considered for the list.


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    who we are

    Brett Bernstein CEO & Co-founder
    Rob Kantor CIO & Co-founder
    Curtis Congdon President
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Sr. Wealth Advisor, Partner
    Eric Wightman Sr. Wealth Advisor, Partner
    Jack May Sr. Wealth Advisor
    Lauren O’Brien Sr. Wealth Advisor
    David Margulies Sr. Wealth Advisor
    Noorjahan Enayat Sr. Wealth Advisor
    Beth Levine Sr. Wealth Advisor
    Kevin Peters Wealth Advisor
    Steven Collins Wealth Advisor
    Sharon Abbey Wealth Advisor
    Sasha Chelekhov Wealth Advisor
    Bob Abel Wealth Advisor
    John Sciuto Wealth Advisor
    Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
    Pete Deoudes Director of Marketing | Financial Planner
    FULL TEAM

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