Our Team

Brett Shane Bernstein, CFP®

Managing Partner & Co-founder bbernstein@xmlfg.com

Brett Bernstein is a Managing Partner and co-founder of XML Financial Group. He serves as the firm’s head of the financial planning department and manages the operations of the firm. Previously, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was designated Producing Sales Manager for a complex that managed over $5 billion in assets. Brett was named one of the Top Board Presidents of the Year two years in a row by BoardRoom magazine for his service as President of Lakewood Country Club in Rockville, Maryland. BoardRoom magazine annually recognizes the world’s top private club presidents for their outstanding work, their understanding of the industry, and role and responsibilities of the club’s board of directors (January 31, 2012/January 31, 2013).

Education & Philanthropy

Brett received a Bachelor of Science degree in finance from the University of Maryland’s Robert H. Smith School of Business and continued his education at Georgetown University. He earned his CFP® designation in 2003. He is a certified Ethics Instructor for the Certified Financial Planner Board of Standards, Inc. Board of Examiners and has previously volunteered his time to write certification exam questions. Brett is a four-time President of the Board of Directors for Lakewood Country Club and has been membership chairman and Vice President. He is the President of So What Else charity, was the Vice Chairman of the GW Cancer Institute Advisory Board, and has previously served on the EagleBank Foundation Golf Committee.

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

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The wealth management team at XML Financial Group is here to help you with all aspects of financial planning.

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With an understanding that every client’s needs are unique, XML Financial Group strives to provide the most customized and consultative investment management service possible.

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Brett Bernstein is a Managing Partner and co-founder of XML Financial Group. He serves as the firm’s head of the financial planning department and manages the operations of the firm. Previously, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was designated Producing Sales Manager for a complex that managed over $5 billion in assets. Brett was named one of the Top Board Presidents of the Year two years in a row by BoardRoom magazine for his service as President of Lakewood Country Club in Rockville, Maryland. BoardRoom magazine annually recognizes the world’s top private club presidents for their outstanding work, their understanding of the industry, and role and responsibilities of the club’s board of directors (January 31, 2012/January 31, 2013).

Education & Philanthropy

Brett received a Bachelor of Science degree in finance from the University of Maryland’s Robert H. Smith School of Business and continued his education at Georgetown University. He earned his CFP® designation in 2003. He is a certified Ethics Instructor for the Certified Financial Planner Board of Standards, Inc. Board of Examiners and has previously volunteered his time to write certification exam questions. Brett is a four-time President of the Board of Directors for Lakewood Country Club and has been membership chairman and Vice President. He is the President of So What Else charity, was the Vice Chairman of the GW Cancer Institute Advisory Board, and has previously served on the EagleBank Foundation Golf Committee.