Financial Planning | Wealth Management | Investments |
Joined January 2013
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261 Photos and videos
21 Oct 2025
XML Office Spotlight! We’re proud to offer our services in Pennsylvania through our Fort Washington, PA office, where clients benefit from a team deeply committed to trust, transparency, and personalized advice. Visit this office: ow.ly/176J50X6lbP
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15 Oct 2025
While September was National Preparedness Month, now is still a smart time to review your family’s disaster plan and review tools to help you avoid disaster-related scams. info.xmlfg.com/blog/preparin…
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10 Oct 2025
In this week's market commentary video, we look at the impact of dividends and the income consistency that they can bring to some individuals. We look at dividend yields by sector, stock market earnings yield, and the growth of the dollar since 1926.
info.xmlfg.com/blog/xml-weal…
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9 Oct 2025
Join Dr. Nicole Salman from Snapdragon Wellness and Brett Bernstein, CFP®, XML CEO and Co-founder, on Thursday, October 23, at 1:00pm EST for an educational webinar on food and nutrition and how it impacts our bodies and brain.
Register below!
info.xmlfg.com/blog/upcoming…
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8 Oct 2025
The SECURE 2.0 Act is set to bring significant updates to retirement planning—especially for high-income earners. Check out more information and resources in the link below.
ow.ly/qYy450X6hXe
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6 Oct 2025
XML is proud to announce that Curtis Congdon, CFP®, CRPC®, President, and Lauren O’Brien, CFP®, RICP®, CPA, Senior Wealth Advisor, have been named 2025 Top Financial Professionals by Northern Virginia Magazine. Read more and the full methodology below.
info.xmlfg.com/blog/top-fina…
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4 Oct 2025
We’re honored to be named to the Forbes/SHOOK America’s Top RIA Firms 2025 list, ranking 127 nationwide. This is our third consecutive year being named to this prestigious list.
Read the full press release and the methodology behind this recognition:
globenewswire.com/news-relea…
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3 Oct 2025
In this week's market commentary, Curtis Congdon, CFP®, CRPC®, President of XML Financial Group, discusses the government shutdown and the historical impact of past shutdowns on the markets. Watch the video below.
info.xmlfg.com/blog/xml-weal…
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23 Sep 2025
XML was proud to help host our Community Caring event recently with ALX Community, where we came together to make sandwiches and donate them to Alexandria City High School’s student athletes.
Thank you to everyone who came out and shared in this spirit of giving.
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20 Sep 2025
In this week's market commentary video, we talk about the much-anticipated Federal Reserve rate cut that occurred this week.
info.xmlfg.com/blog/xml-weal…
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19 Sep 2025
Our upcoming webinar is right around the corner! Join Kevin Peters, CLU® from Lifestyle Life Insurance and Sharon Abbey, XML Wealth Advisor on Tuesday, September 30 at 11:00 am for a webinar on understanding annuities. Learn more at the link below.
info.xmlfg.com/blog/upcoming…
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17 Sep 2025
We are so honored to help sponsor Teach, Give, Inspire, Fridays, and attend their recent event, It’s a Small World After All – Women Storytellers Shaping a Better Future.
#WomenInspiringWomen #CommunityLeadership#FinancialWellness #TeachGiveInspire
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16 Sep 2025
Thinking about pausing your 401(k) contributions before retirement? It might seem tempting, but it’s not always a good choice.
XML Brett Bernstein, CFP®, recently spoke with Kiplinger about the unique factors at play.
Read the full article here: info.xmlfg.com/blog/thinking…
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11 Sep 2025
Our weekly market commentary videos are back! Watch our latest at the link below.
info.xmlfg.com/blog/xml-weal… #MarketCommentary #FinancialInsights
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1 Sep 2025
Labor Day is a reminder that behind every strong financial future is years of dedication and perseverance. We’re here to help you make your effort count—so that all of your hard work brings you closer to your goals.
Celebrate today. Build for tomorrow.
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29 Aug 2025
Congratulations to our Senior Wealth Advisor, Shawna Bieda, CFP®, CDFA®!
She has officially earned her Certified Divorce Financial Analyst® designation.
Learn more about Shawna and get in touch with her below: xmlfg.com/shawna-bieda
#FinancialPlanning #DivorcePlanning #CDFA
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25 Aug 2025
Join us at XML's Alexandria, VA office on September 16, from 11:00 AM to 12:30 PM, for a Community Cares Sandwich-Making event.
Click the link below to register and learn more.
info.xmlfg.com/blog/upcoming… #CommunityCares #AlexandriaVA #GiveBack #XMLCares
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22 Aug 2025
Upcoming Educational Webinar! 📣
Join Kevin Peters, CLU® from Lifestyle Life Insurance, and Sharon Abbey, XML Wealth Advisor, for an educational webinar designed to demystify these complex insurance vehicles.
Reserve your spot now at the link below.
info.xmlfg.com/blog/upcoming…
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20 Aug 2025
Traveling is fun—but without a budget, costs can sneak up on you. Check out 5 free apps in our latest blog post that make it easy to track expenses, avoid surprises, and stick to your budget:
#TravelTips #BudgetTravel #SmartSpending
info.xmlfg.com/blog/tools-to…
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18 Aug 2025
XML CEO & Co-founder @Brett Bernstein, CFP® recently joined @Asset TV’s “Advisor Insights” to share what’s on clients’ minds.
Watch the full conversation here: assettv.com/player/default-p…
#FinancialPlanning #MarketInsights #WealthManagement
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