XML Financial Group

It’s more than just your money. It’s your freedom.

XML Financial Group

6901 Rockledge Dr
Suite 730
Bethesda, MD 20817


XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC. Our professionals service approximately $4 billion in client assets. Headquartered in Bethesda, Maryland, XML offers a suite of wealth and investment management services to high-net-worth individuals, businesses and families located across the country.

For more information about XML, please visit www.xmlfg.com.

A message from

Brett Bernstein

CEO and Co-Founder, XML Financial Group

Joining Focus Financial Partners has been transformative for our firm. Since we joined in 2016, we have had the privilege of doing an inner merger and multiple external mergers growing our client assets we service from $500M to nearly $4B today with offices in multiple states and over 50+ team members. We have been able to expand our team and the capabilities in how we service our clients and do financial planning and asset management. Being part of this special partnership has been extremely rewarding.

Learn more about XML Financial Group