• Rockville 301.770.5234
  • Vienna 703.790.5999

Why XML Financial Group?

Committed to our independence every step of the way

XML Financial Group is an independent financial services and wealth management firm. After nearly forty years of combined experience with one of the largest financial services firms, the founders of XML deliver a first class experience that addresses asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including plan design assistance and forecasting), and traditional investment management. Using an open architecture allows the team at XML Financial Group to reach across product platforms and address the most unique financial circumstances with unbiased advice. Guidance is built on a disciplined foundation that incorporates three key cornerstones and philosophies:

DISCIPLINED

At XML Financial Group our professionals do not trade stocks, time the market, or waiver from recommended allocations and managers. As financial advisors we generate most of our revenue from asset management fees rather than commissions, thus many potential conflicts of interest are removed. While there are always appropriate times to reevaluate portfolios and other plan strategies, the XML philosophy is designed to address long-term objectives taking into account a practical approach to the client’s
day-to-day needs.

INTERLOCKED

Understanding that additional advisors in your life are beneficial to the overall process and success of a plan, the XML Financial Group encourages and often facilitates collaboration with your CPA, attorney and other trusted advisors. Creating a strong line of communication between all parties greatly improves the experience for the client and, more importantly, the chance of successfully reaching realistic goals.This comprehensive approach begins with:

  • A thorough assessment of your current financial state
  • Identification of financial goals, risks and time horizons
  • Plan development
  • Plan supervision
  • A customized communication schedule to suit client needs

PRINCIPLED

The XML Financial Group does not sell proprietary products: ever. Consistently keeping the client’s best interests first, regardless of potential financial gain, is our number one priority. Our use of an independent broker/ dealer compliments that philosophy and translates to the delivery of:

  • Unbiased guidance
  • Access to independent research
  • Broad investment offerings
  • Competitive pricing
  • True independence
get in touch
We offer a full suite of investment services
advisor
consulting

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.

financial
planning

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

investment
management

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.

XML
Brochure

XML Brochure

Committed to our independence every step of the way

XML Financial Group is an independent financial services and wealth management firm. After nearly forty years of combined experience with one of the largest financial services firms, the founders of XML deliver a first class experience that addresses asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including plan design assistance and forecasting), and traditional investment management. Using an open architecture allows the team at XML Financial Group to reach across product platforms and address the most unique financial circumstances with unbiased advice. Guidance is built on a disciplined foundation that incorporates three key cornerstones and philosophies:

DISCIPLINED

At XML Financial Group our professionals do not trade stocks, time the market, or waiver from recommended allocations and managers. As financial advisors we generate most of our revenue from asset management fees rather than commissions, thus many potential conflicts of interest are removed. While there are always appropriate times to reevaluate portfolios and other plan strategies, the XML philosophy is designed to address long-term objectives taking into account a practical approach to the client’s
day-to-day needs.

INTERLOCKED

Understanding that additional advisors in your life are beneficial to the overall process and success of a plan, the XML Financial Group encourages and often facilitates collaboration with your CPA, attorney and other trusted advisors. Creating a strong line of communication between all parties greatly improves the experience for the client and, more importantly, the chance of successfully reaching realistic goals.This comprehensive approach begins with:

  • A thorough assessment of your current financial state
  • Identification of financial goals, risks and time horizons
  • Plan development
  • Plan supervision
  • A customized communication schedule to suit client needs

PRINCIPLED

The XML Financial Group does not sell proprietary products: ever. Consistently keeping the client’s best interests first, regardless of potential financial gain, is our number one priority. Our use of an independent broker/ dealer compliments that philosophy and translates to the delivery of:

  • Unbiased guidance
  • Access to independent research
  • Broad investment offerings
  • Competitive pricing
  • True independence