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Beliefs

Freeing you to spend time doing the things that matter most

You have spent your adult life saving and building wealth. What is it all for? What does it get you?

We are the single point of contact to manage multiple facets of your financial life so that you get on living!

We believe your advisor should: pursue excellence. Find genius. Communicate clearly. Be transparent. Be proactive. Seek to simplify. Treat you as family.

Community involvement that makes a difference is a value we hold dear.

We are dedicated to our client base and are thankful for the ability put our skills and experience to work. However as community members, parents, and professionals we possess an even broader sense of responsibility to our community and those less fortunate. That is why many employees serve on numerous charitable boards,  providing guidance to organizations and devote their time to volunteering.

We are proud to support the following charities and organizations:

  • www.sowhatelse.org
  • www.diabetes.org
  • www.bullis.org
  • www.alz.org
  • www.tjjlfoundation.com
  • www.nromusic.org
  • youthfortomorrow.org
  • American Cancer Institute
  • American Diabetes Association
  • American Red Cross
  • Americares
  • Amity Club of Washington
  • Bullis School
  • Children’s Cancer Foundation
  • Children’s Hospital
  • EagleBank Foundation
  • Fuccile Foundation
  • Georgetown Preparatory School
  • Juvenile Diabetes Research Foundation
  • Kingman Boys & Girls Club
  • Maccabi USA
  • Make-A-Wish Foundation
  • Operation Home Front
  • Prader Wili Foundation
  • St. Elizabeth’s Church
  • Temple Beth Ami
  • The GW Cancer Institute
  • The JL Foundation
  • Best Buddies Maryland

how we work

We’re here to help you make investments that align with your lifestyle.

learn How

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
Carlos Fuentes Assoc. Wealth Advisor
Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
FULL TEAM

resources

Podcasts, articles, financial news and more!

learn More

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk