Analyzing 7,228,9267.2M ReviewsFor 20,49220.5K Experts

Experts Reviews · Company report
XML Financial Group logoHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%86+50.5Reliability 26%82+21.4Value 15%78+11.9Experts Score= 84Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.84SCORE

XML Financial Group

Takoma Park, MD · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #29Position by Experts Score among all companies we track in this category. of 34 financial planners · 4.8★ from 33 Google reviews

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Report card

Percentile vs other financial planners (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: value.

SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.XML Financial Group is better than 86% of financial planners.A
86
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.XML Financial Group is better than 82% of financial planners.A
82
Craft & serviceCraft & service · 0% of the scoreGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.XML Financial Group is better than —% of financial planners.–
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ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.XML Financial Group is better than 78% of financial planners.B
78
MomentumMomentum · 0% of the scorePenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.XML Financial Group is better than 100% of financial planners.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.XML Financial Group is better than —% of financial planners.–
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Reviews for your job

Customers hired XML Financial Group for 4 kinds of job.

XML Financial Group for estate planning

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.12
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—
Rank for this jobPosition of this company in the Job match ranking for this job among the companies we track.Its Job match: 95/100.How Job match is calculatedBuilt only from reviews Google tagged “Estate planning”:Stars on this job 55%Number of such jobs 25%Overall Experts Score 20%Stars are pulled toward the category average when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.#1 / 2
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 12 Google reviews tagged “Estate planning”

Meredith11 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

We have been customers of XML for about 15 years and they have guided us through different financial stages with amazing support. As we move though different life stages I am happy for the education and support provided. The team is super responsive and are avaialble for anything needed. I am consistently being…

Financial planEstate planningRetirement savings consulting
Allie8 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

High regards for XML Financial Group. We appreciate that they recommend financial support in such a way where we do not feel any pressure. Communication is proactive and the financial advice always aligns with our family's long-term goals.

Financial planEstate planningInvestment advising
Lindsey2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

I have worked with Zach Weaver for over a year now. Initially, I did not want to hand over my accounts to an advisor because I felt like I had a pretty good handle on things but since working with him I have walked away with great invetment picks but more importantly a better understanding about my investments and…

Financial planEstate planningInvestment advising
Lindsey1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

XML Financial Group has done a great job helping me and my family prioritize my investing strategies to build wealth in a sustainable way while achieving my growth goals.

Financial planEstate planningInvestment advising
Amir1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

Exceptional Guidance, True Partners in Financial Planning I cannot recommend XML Financial Group and their team highly enough. From comprehensive financial planning to strategic investment management, their guidance has been instrumental in helping me make sound, confident decisions for my financial future and…

Financial planEstate planningRetirement savings consulting
reza9 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

I have had an outstanding experience working with Brett Bernstein and the team at XML Financial Group. Brett is incredibly thoughtful, disciplined, and proactive in looking out for my family's best interests. What sets XML apart is their unwavering commitment to risk management—they focus on helping you achieve your…

Reasonable priceFinancial planEstate planningRetirement savings consulting
BradLocal Guide · 32 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

I have been with XML for over 5 years and I can say without a doubt they treat you like family and they treat your money like it was their own. They operate with integrity and they honor their word. The service is exceptional and some of the staff Debbie, Stacey, Todd and one of the owners Brett have amazing follow…

Reasonable priceFinancial planEstate planningRetirement savings consulting
Jeff4 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

Great experience. Super knowledgeable and always had very professional. Financial planning can be difficult but they made it feel comfortable and easy.

Great priceFinancial planEstate planning
Jamie2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

We have had an excellent experience working with XML financial group. The team is knowledgeable, professional, and responsive, taking the time to explain everything clearly and answer all of our questions. We appreciate their attention to detail, transparency, and commitment to providing personalized service. We…

Great priceFinancial planEstate planningRetirement savings consulting
RyanLocal Guide · 13 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

I have had a wonderful experience working with Brett at XML. I have worked with him for several years and I greatly appreciate the time he spent learning about my goals and objectives. He focuses on so much more than just investment advice and has been instrumental in helping my family and I confidently plan for…

Great priceFinancial planEstate planningInvestment advising
MDAMD13 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★

Working with XML Financial Group has been an exceptional experience. Their team is remarkably responsive, attentive, and thorough in tailoring strategies to our long-term goals. Having a trusted, honest partner to navigate wealth management with total transparency makes all the difference. Highly recommended for…

Financial planEstate planningInvestment advising
Alice2 weeks ago★★★★★

Rating only, no written review.

Financial planEstate planningRetirement savings consulting

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 55%Reasonable 36%Overpriced 9%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan19—
Investment advising16—
Retirement savings consulting13—
Estate planning12—

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