Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
XML Financial Group; Rockville, MD; Vienna, VA
Focus Partner since October 2016
“We are excited to bring our solid combination of Wall Street and independent broker-dealer experiences to the independent RIA space. Central to our growth has been our ability to adapt to an ever-changing market, and our ability to build trust with our clients over the years. We have been looking for a partner who could help us take the firm to the next level. Focus turned out to be a perfect fit for us because of the superb access to capital and expertise in M&A and value-add growth support it provides.” —Brett Shane Bernstein, CFP®, Managing Partner and Co-founder at XML
XML Financial Group is an independent financial services and wealth management firm, with offices in Maryland and Virginia. The financial consultants at XML deliver a first-class experience that addresses asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including plan design assistance and forecasting), and traditional investment management. For more information, please visit www.xmlfg.com