XML Financial Group Details

XML is an independent wealth management firm that seeks to place its clients' interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further sol...
XML is an independent wealth management firm that seeks to place its clients' interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client's financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients' financial lives.
Website
Employees
HQ
+1 301-770-5234
Location
Rockville, Maryland
Revenue
$3.6M

Technologies

Email Providers
Marketing Automation
Marketing Automation
Hosted Forms

Notable Alumni

Employees

Director & Managing Partner
Wealth Advisor
Wealth Advisor
Client Service Associate
Chief Compliance Officer

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