Hurricane Sandy Relief Project

XML Financial Group has made their 2012 holiday contribution to The American Red Cross for benefit of the Hurricane Sandy relief project

Hurricane Sandy Relief Project

Ringing the Bell

Brett Shane Bernstein. CFP ® Attends LPL Financial
Opening Bell Ringing Ceremony at NASDAQ
Rockville, Maryland—July 30, 2012– Brett Bernstein, CFP ® Managing Partner of XML Financial Group in Rockville, Maryland rings the NASDAQ Opening Bell with LPL Financial

Ringing the Bell

Do you understand…

Do you understand…
The performance of your investments?


Do you understand…

Walk to end alzheimer

We’re on the move to end alzheimer.

Learn more, about alzheimer’s and how you can help.


Walk to end alzheimer

Committed to our independence every step of the way

Superior technology, support and service were our priorities when selecting a broker/dealer. We knew that in order to deliver a first class client experience, our professionals needed to affiliate with a broker/dealer that is reputable and cutting–edge. After an extensive due diligence search, LPL Financial was the standout broker/dealer of choice. While the XML Financial Group continues to monitor and analyze the independent broker/dealer industry, LPL Financial continues to deliver their part of the equation with high standards.

Committed to our independence every step of the way
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Why XML Financial Group?

XML Financial group is a wealth management firm.  Our clients are families and business owners predominantly of the “Baby Boom” generation.  We work closely with our clients and their other professional advisors to address all facets of their financial lives.

XML Blog

Posted on December 10, 2012

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