XML is Growing!
Over the past five years since Finigan Financial Services (FFS) joined XML Financial Group (XML), many clients have asked if XML was committed to a Northern Virginia presence. The answer was a resounding YES! To further that commitment, Lara, May & Associates, LLC (LMA)1, a long-standing wealth management firm and a Focus Financial Partner, will be merging with XML Financial Group. The joining of forces allows XML to continue to provide the independent advice to our clients as we always have but add more depth of talent to our organization. On January 12th, the XML Vienna office will be moving down the road to the LMA office, located at 7600 Leesburg Pike, Suite 120 East, Falls Church, Virginia. Our Rockville office remains unchanged.
In addition to the expanded commitment in Northern Virginia, we are even more excited about LMA joining with XML and what they bring to the table. This is very exciting as XML continues to strategically grow both in physical presence and the capabilities we can provide you. You may be asking, what does this mean for me? How do I benefit? And are there any downsides? The answers are simple.
As stated above, the only real change is the physical location of our Vienna office (newer, larger and more modern with traditional conference rooms as well as a living room set up for a more relaxed meeting space). With the addition of LMA team members, our investment committee will be expanded, with additional member input. This will reinforce our research and analysis for appropriate investments for your risks, goals and time horizons. Our cybersecurity will continue to remain state of the art and we will have additional team members and resources overseeing all compliance aspects of the firm.
We think this new strategic partnership is a win-win for everyone. Please be on the lookout for an invitation to a spring open house so you can stop by and see our new office!
 Securities offered through Lara. May & Associates, LLC, member FINRA/SIPC.