Xml Financial Group

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  • 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 clients 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.
  • location

    Headquarters:1 Preserve Parkway Suite 120, Rockville, Maryland, United States

  • Xml Financial Group phone

    Phone Number: +1 301-770-5234

  • Xml Financial Group website

    Website: https://www.xmlfg.com

  • Xml Financial Group employees


  • Xml Financial Group revenue

    Revenue:$1 - 10M

  • Xml Financial Group legal name

    Legal Name:Xml Financial Group

  • Xml Financial Group's Social Media

    Xml Financial Group linkedin Xml Financial Group facebook Xml Financial Group twitter
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  • |  NAICS Code: 524291  |

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Person level website identification

CEO for Xml Financial Group

Brett Bernstein

Chief Executive Officer And Co-Founder

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View Employees

Todd Kullen

Chief Operating Officer

Rob Kantor

Chief Information Officer And Co-Founder

J Wightman

Partner At Xml Financial Group

Michelle Mitchell

Director Of Client Services

Pete Deoudes

Director Of Marketing

Frequently Asked Questions regarding Xml Financial Group

  • Where are Xml Financial Group's Headquarters?

    Xml Financial Group's Headquarters are in 1 Preserve Parkway Suite 120,Rockville,Maryland,United States

  • What is Xml Financial Group's phone number?

    Xml Financial Group's phone number is +1 301-770-5234

  • What is Xml Financial Group's official website?

    Xml Financial Group's official website is https://www.xmlfg.com

  • What is Xml Financial Group's Revenue?

    Xml Financial Group's revenue is $1 - 10M

  • What is Xml Financial Group's NAICS code?

    Xml Financial Group's NAICS code is 524291

  • How many employees are working in Xml Financial Group

    Xml Financial Group has 31 employees

  • What is Xml Financial Group's Industry?

    Xml Financial Group is in the industry of Financial Services

  • Who is Xml Financial Group's CEO?

    Xml Financial Group's CEO is Brett Bernstein

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