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Curtis Congdon, CFP®, CRPC®

President

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Curtis is President of XML Financial Group. An accomplished advisor and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly dedicated to his client’s success, Curtis and his team work to understand client’s unique goals and needs, then craft a plan and investment strategy to help clients feel confident that their money is serving them. Curtis is a Certified Financial Planner® professional and Chartered Retirement Planning Counselor®. Having been nominated by his peers, Curtis was included in the Northern Virginia Magazine’s Top Financial Professionals list from 2015 – 2019 for Investment Planning and Retirement Planning.

Education & Philanthropy

Curtis studied Finance at James Madison University and Georgetown University. He continues a love of learning on diverse topics from Philosophy to Austrian economics. Curtis lives in Clifton Virginia with his wife Jenn and their two children. As a family the Congdon’s support many organizations and causes including New Life Christian Church, Cru, The Mises Institute, and Compassion International. FINRA’s BrokerCheck.

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