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 2016 – 2020 and 2022 – 2023 for Investment Planning and Retirement Planning. To compile the Top Financial Professionals listing, surveys were sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. This listing and the advertising section are separate entities. XML did not pay to be on the list or to advertise.

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 | 2B Supplement