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What can you achieve with lifestyle driven advice?

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 understands you and your goals, and who is committed to helping you make your dreams a reality.

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Looking for personalized financial advice?
You’ve arrived.

At XML, you’ll get advice that’s driven by your unique resources, dreams, and objectives.

See How We Serve

Team-driven investing, working for you and your family

No one knows everything. That’s why we have a collaborative team of professionals who work together to address your needs.

Meet The Team

Brett Bernstein

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David-Clark

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Beth-Levine

David Margulies

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Kevin-Peters

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Steven Collins

John Sciuto

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Nicole-Treiber

Caleb Long

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Mary-A

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Susan Roach

Sharon Cirillo

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Jason Larochelle

Stacey Lee

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Jayson Magro

Gina Neild

Debbie Rayman

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Vidya-W

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Stephen-C

Todd-K

Amy-Lytle

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Kristian-Price

Gerardo Salazar

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XML by the numbers

50+

Team Members
5

Locations
3.6B⁺

Assets we service *
2

Custodians

* Approximate total account assets, as of 12/31/2023, serviced by employees, including brokerage under XML Securities, LLC.

What people say about working with our team

I began working with my Advisor at XML with a 529 for my child. Over a few years, that relationship has blossomed into a full-service relationship including managing various investment assets, consultation on the sale of my business and comprehensive retirement planning. I am now comfortable focused on the next chapter of my life knowing I have XML right alongside my family for the ride.

Kim C.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

See how we serve entrepreneurs like Kim

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 options, understanding and addressing insurance needs, and helping manage parents' resources with their unique needs and risk tolerances. With XML by our side, we’ve been able to save along the way, watch our portfolio grow and now enjoying a great, early, active retirement with the financial means we needed.

Ron and Joyce B.

XML Clients

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

See how we serve clients like Ron & Joyce

We started working with Jason and the XML team over a decade ago, initially managing our investment accounts. Over the years we have done extensive financial planning which has been vital as my wife and I have considered retirement. We feel confident and comfortable making large decisions in regards to our business, downsizing our home and planning for our retirement years.

Chip S.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

See how we serve retirees like Chip

I have worked with Steve and XML for many years. He keeps me well informed regarding the market and my accounts not only through relevant email communications, but by picking up the phone. He provides easy to understand analytics when we meet in person to discuss my accounts. My advisor is competent, enthusiastic, knowledgeable and helps take the financial stress out of my life.

Debbie T.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

See how we serve investor like Debbie

Working with Lauren at XML has been a gratifying experience from the very beginning. Having a professionally and expertly managed retirement plan enables us to focus on other areas of life. We have peace of mind knowing that we are in good hands!

Dan and Laura W.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

See how we serve clients like Dan and Laura

Working with Kevin at XML has been a great experience. Kevin and his associates are always responsive, they communicate regularly, and most importantly of all they're doing a solid job with my portfolio. It’s great peace of mind to know that they’re there for guidance and advice as my investing goals evolve with life circumstances and age.

Rich S.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

See how we manage portfolios

We have been working with Michelle and XML-W since 2018 and have been impressed with their calm and steady approach to wealth management through the ups and downs of the market. They have helped us move towards our retirement goals with confidence and attentive care.

Barbara G.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

See how we work with others like Barbara G.

Resources for investors like you

Each month our team publishes articles, webinars, and videos covering critical financial planning, investment management, and estate planning topics.

April 1, 2025

Managing Foreign Currency On Your Summer Travels

downsizing made easy

April 1, 2025

Upcoming Webinar | Downsizing Made Easy

Fed Pause

March 28, 2025

XML Wealth Insights: Fed Pause

How can our wealth management solutions support your life?

Connect with our team to start the conversation.

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Investment advisory services offered through XML Financial Group. Refer to important disclosures.

Securities offered through the affiliated broker-dealer XML Securities, LLC, member FINRA / SIPC. Refer to important disclosures.

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