XML FINANCIAL GROUP

xml-financial-group-logo

XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice

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XML FINANCIAL GROUP

Social Links:

Industry:
Financial Services Wealth Management

Founded:
2004-01-01

Address:
Falls Church, Virginia, United States

Country:
United States

Website Url:
http://www.xmlfg.com

Total Employee:
11+

Status:
Active

Contact:
+1 703 827 2300

Technology used in webpage:
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Current Employees Featured

not_available_image

Pete Deoudes
Pete Deoudes Director of Marketing @ XML Financial Group
Director of Marketing
2020-09-01

Acquisitions List

Date Company Article Price
2022-07-05 Samson Wealth Management Samson Wealth Management acquired by XML Financial Group N/A
2021-07-01 Collins Investment Group, LLC Collins Investment Group, LLC acquired by XML Financial Group N/A

Official Site Inspections

http://www.xmlfg.com Semrush global rank: 3.75 M Semrush visits lastest month: 3.6 K

  • Host name: 199.60.103.93
  • IP address: 199.60.103.93
  • Location: Canada
  • Latitude: 43.6319
  • Longitude: -79.3716
  • Timezone: America/Toronto

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More informations about "XML Financial Group"

About - xmlfg.com

Making an impact in our communities. We believe in our social responsibility and embracing opportunities to support and serve our communities. Many team members serve on various …See details»

Samson Rebrand Announcement - XML Financial Group

The Samson Wealth Management Group team remains committed to providing the same personalized attention and high-quality guidance that clients have come to expect, now under …See details»

Who We Serve - xmlfg.com

We have been with XML for decades; through different stages of our lives including putting children through private college without debt, navigating different company retirement plan …See details»

XML Financial Group - Crunchbase Company Profile & Funding

Sub-Organization of . Focus Financial Partners . Founded Date 2004; Founders Brett Bernstein, Rob ... Legal Name XML Financial Group; Company Type For Profit; Contact Email …See details»

XML Financial Group - LinkedIn

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 …See details»

Announcing the Samson Wealth Management Group Rebrand

Fort Washington, PA-based Samson Wealth Management Group today announced its official rebranding to XML Financial Group (“XML”), effective September 2, 2024.See details»

Collins Rebrand Announcement - XML Financial Group

The Collins Investment Group team remains committed to providing the same personalized attention and guidance that clients have come to expect, now under the XML Financial Group …See details»

Samson Wealth Management Group to Rebrand as XML Financial …

Jun 15, 2024 Samson Wealth Management Group, the Fort Washington-based financial institution, recently announced its official rebranding to XML Financial Group (“XML”), effective …See details»

XML Financial Group Named to Forbes 2024 Top RIA Firms List

BETHESDA, MD, Oct. 09, 2024 (GLOBE NEWSWIRE) -- XML Financial Group (“XML”), an independent wealth and investment management firm with offices in Maryland, Virginia, …See details»

XML Financial Group Named to Newsweek’s List of America’s Top …

Nov 25, 2024 RIA Firm Recognized for Its Commitment to a Client-First Approach and Tailored Wealth ManagementBETHESDA, MD, Nov. 25, 2024 (GLOBE NEWSWIRE) -- XML Financial …See details»

XML Financial Group | Advisor Financial Planning | Financial ...

We provide the preparation, organization and transition support capabilities you need to make going independent a turnkey process. We have experience with guiding both individuals and …See details»

XML Financial Group - Overview, News & Similar companies

XML Financial Group contact info: Phone number: (703) 790-5999 Website: www.xmlfg.com What does XML Financial Group do? The Wealth Advisors at XML Financial Group help individuals, …See details»

OPERATIONS NOTICE - info.xmlfg.com

WWW.XMLFG.COM Investment advisory services through XML Financial Group. Securities offered through XML Securities, LLC, member FINRA/SIPC. OPERATIONS NOTICE . We …See details»

tailored solutions to support your financial journey - xmlfg.com

Our mission is to put clients and their financial goals first. We believe your wealth is a means to getting the most out of your life. When you partner with XML, you have an advisor that …See details»

Not for profit - xmlfg.com

Fund-raising is important but so is investing your donations, grant proceeds and other monies appropriately so that you can fund larger projects and reach long-term financial sustainability …See details»

XML Financial Group Blog - info.xmlfg.com

XML VAULT. Login to your XML vault. Login; WEALTH PORTAL. Access your financial plan and other important documents. LoginSee details»

XML Financial Group - Facebook

XML Financial Group. 1,845 likes · 30 talking about this · 76 were here. It’s not just your money, it’s your freedom! Let us help you build a plan to...See details»

Webinars - XML Financial Group

In honor of Breast Cancer Awareness month, we hosted a webinar on October 8 with Dr. Rachel Brem, Director of the Breast Imaging and Intervention Center and the Program Leader for …See details»

Resources - XML Financial Group

Studies have shown that if we know what to look for, we are more likely to recognize the red flags of a scam or fraud. Below are links to reputable resources to help you spot fraud, fraud …See details»

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