XML CEO and Co-founder Brett Bernstein, CFP?, recently spoke with InvestmentNews about Robinhood's acquisition of TradePMR. Brett shared his insights on how this strategic move could shape the #RIA industry, emphasizing the importance of tools to engage multi-generational families. Read more about Brett's perspective and the deal's potential impact below. #WealthManagement #FinancialAdvisors #StrategicGrowth https://lnkd.in/eBGA6zdT
关于我们
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.
- 网站
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https://www.xmlfg.com
XML Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Bethesda，Maryland
- 类型
- 私人持股
- 创立
- 2004
- 领域
- Financial Planning、Retirement Planning、Plan Design、Tax Strategies、Insurance Planning、Investment Management和Wealth Management
地点
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主要
获取路线
6901 Rockledge Dr
Suite 730
US，Maryland，Bethesda，20817
XML Financial Group员工
动态
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Employee Spotlight ?? Theresa Kosma has been a valued member of the XML team for 12 years, bringing 25+ years of experience in administration. As a Client Service Associate, she excels in building strong relationships with clients while providing top-notch support to our Wealth Advisors. Outside of work, Theresa enjoys family time, cooking, and gardening, and spending time with her two fur babies, Tigger and Raven. We’re lucky to have Theresa on the team. To learn more about Theresa, click here: https://lnkd.in/e8DtBEqF #ClientService #EmployeeSpotlight #XMLTeam
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Check out this week's market commentary video with XML President, Curtis Congdon, CFP?, CRPC? as he discusses how the national debt impacts your investments. #MarketCommentary #NationalDebt #MarketUpdates #XMLWealthInsights https://lnkd.in/eR4ctztb
XML Wealth Insights:?The National Debt and Your Investments
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Attention Business Owners! Looking to enhance your retirement planning? Join us on Thursday, December 5, 2024 at 1:00 PM EST for a free webinar that’ll help you make the right choices for your business and employees! Lori Avila, VP at Benetech Inc. and Sharon Abbey, Wealth Advisor at XML Financial, will walk you through different company-sponsored retirement plans like 401(k) and Cash Balance Plans, comparing options to help you decide what fits best for your business needs. ?? Register now to save your spot! https://lnkd.in/e2C9uBka #SmallBusiness #RetirementPlanning #BusinessGrowth #401k #CashBalancePlans #Webinar #FinancialFuture #XMLFinancial #Benetech
Retirement Planning for Business Owners
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Retirement presents an opportunity to embrace travel in a more meaningful way and explore unique locations. With fewer time constraints, retirees can dive deeper into these alternative destinations, planning interesting travel that allows for immersive experiences that foster connections with local cultures. Check out our recent blog post for the hidden gems that should be on your travel list for 2025. Where are you headed in 2025? #XMLBlog #Retirement #RetirementTravel #SeniorTravel #RetirementAdventures https://lnkd.in/eNJFd-qS
Hidden Gems to Explore in Retirement
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As millennials strive to build financial security, they're up against unique challenges that impact their ability to save. XML CEO and Co-founder, Brett Bernstein, CFP?, recently spoke with GOBankingRates about these obstacles—from social pressures to instant gratification. Read the article for his perspective on how these factors are shaping millennials’ financial futures: https://ow.ly/LiEq50UbhgI. #FinancialFreedom #FinancialLiteracy #FinancialPlanning
Millennials and Saving for the Future
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Meet Claire! Claire has been with the XML team as a Client Service Associate for 8 years, where she excels in helping clients work towards their goals at our Fairfax office. Her background in the insurance industry has given her a solid foundation in client service, and she’s passionate about delivering results. Outside of work, Claire enjoys spending time with her family. Read more about Claire here: https://lnkd.in/etUSSYnR #EmployeeSpotlight #TeamXML #ClientService #HelpingOthers #FinancialServices
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Check out this week's market commentary video with XML President, Curtis Congdon, CFP?, CRPC? as he discusses the post-election markets and what we can potentially expect looking forward. #MarketCommentary #PostElectionMarkets #MarketUpdates #XMLWealthInsights https://lnkd.in/eT7c2rAy
XML Wealth Insights:?Post-Election Winners and Losers
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Financial literacy isn’t always taught in school, but small steps can make a big impact. Start early by: 1. Setting up a prepaid debit card for budgeting 2. Encouraging side jobs in high school 3. Opening checking & savings accounts early For those in their 20s & 30s, remind them to think about retirement early and to invest for long-term growth. A conversation with a trusted wealth manager can help guide them. Want more tips? Check out this week's blog post below. https://lnkd.in/ebS67xKf #FinancialLiteracy #WealthManagement #NextGenSuccess #InvestInYourFuture #FamilyFinance
Investing in Tomorrow: Financial Literacy for the Next Generation
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?? Save the Date Business Owners! Join us on Thursday, December 5, 2024 at 1:00 PM EST for an insightful webinar tailored to small business owners looking to boost their retirement planning strategy! Lori Avila, VP of Retirement Plan Consulting at Benetech Inc. and Sharon Abbey, Wealth Advisor at XML, will guide you through various company-sponsored retirement plan options, including 401(k) and Cash Balance Plans. We’ll explore key comparisons and help you determine which plan might be the best fit for your business. Don’t miss out on this valuable opportunity. Register now to reserve your spot! https://lnkd.in/e2C9uBka #RetirementPlanning #SmallBusiness #FinancialFuture #Webinar #401k #CashBalancePlans #BusinessOwners #XMLFinancial #Benetech
Retirement Planning for Business Owners
info.xmlfg.com