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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.

Looking for personalized financial advice?
You’ve arrived.

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

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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

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

How can our wealth management solutions support your life?

Connect with our team to start the conversation.

Let's Talk

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