XML Financial Group Information

XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC. Our professionals service approximately $4 billion in client assets*. Headquartered in Bethesda, Maryland, XML offers a suite of wealth and investment management services to high-net-worth individuals, businesses and families located across the country with a mission of putting our clients and their financial goals first. For more information about XML, please visit www.xmlfg.com. *Approximate assets serviced by employees as of 12/31/2024 includes both investment advisory and brokerage assets. View social media disclosure at https://www.xmlfg.com/socialmediadisclosures