How 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.84SCOREXML 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
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.
Reviews for your job
Customers hired XML Financial Group for 4 kinds of job.
XML Financial Group for investment advising
Clear ✕All 16 Google reviews tagged “Investment advising”
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…
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.
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…
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.
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…
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…
Amazing. The recipe has vital ingredients -- talent, expertise, character, trust -- and I suppose I can add longevity and technology -- and on this entire recipe XML is fantastic, if they were a restaurant, I'd give them a couple of Michelin stars. If you need a financial strategy, financial management, and reliable…
Radley Ellenbogen is a true professional. He is clearly an expert in the financial markets and I would highly recommend him if you are considering assistance with your financial advising. The team is always incredibly responsive and there to support whenever needed.
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…
Brett, Rob, and the entire team at XML Financial Group have been incredible to work with. From day one, they've provided outstanding service and have always been highly responsive and attentive to our needs. I especially appreciate their proactive approach. Rather than simply reacting to requests, they consistently…
We have been using XML for decades and they have been extremely professional and responsive to all of our needs. They are always flexible when setting up meetings with us and always walk through any planning we are doing to make sure we understand it. They are always there for us and are trusted advisors, who we highly recommend.
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…
My wife and I have been clients of XML Financial for over 15 years. Brett has done an amazing job for us. He always takes the time to walk us through our questions in detail and has helped us navigate several big life decisions. As my kids have grown older, they are now XML clients as well. I would highly recommend the firm for anyone’s financial needs.
XML has been critical to the growth of our families wealth and understanding of how investing works in real time.
XML has been our trusted financial planner and advisor for many years. They have provided exceptional investment advice and guidance through every stage of our lives—from purchasing our first home to planning for our children’s college education and preparing for retirement. As our needs have evolved over the years,…
Rating only, no written review.
Price
Not enough reviews with a price yet.
Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 19 | — |
| Investment advising | 16 | — |
| Retirement savings consulting | 13 | — |
| Estate planning | 12 | — |
