Our firm, XML Financial Group, is a family. Our clients are the core of that family. We strive every day to help our clients to be financially prepared and ready to meet life's many challenges.
We talk about much more than investment portfolios and retirement projections with our clients. We learn about their needs, goals, and dreams so that when we create a custom financial plan that truly represents them. Because of the trust we build together, many of our client relationships are multiple decades long and span family generations.
XML Financial Group would love to have you as part of the family. If you are concerned about market volatility, wonder if your assets will last through retirement, or would like a more complete picture of your finances, please get in touch. We can explore how best to help you manage the twists and turns in your financial landscape.
|Firm Start Year:||2016|
|Name of Custodial Firm:||Fidelity Investments|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Investment Types:||Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone, At my office, Video Conference, Via email, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health, Life|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Based on Assets, Flat Fee|
University of Richmond
George Washington University
John is a Wealth Advisor at XML Financial Group who specializes in guiding his clients through their most important financial and life decisions. He focuses on comprehensive financial planning, personally curated investment portfolios, and aiming to provide world-class service. John's expertise in holistic long-term planning and in-depth market analysis helps his clients navigate today's complex economic environment. He previously worked as a financial advisor at Wells Fargo Advisors before joining XML Financial Group. John also worked in government affairs and as a corporate consultant.
John received his Bachelor of Arts degree from the University of Richmond and earned his Master's degree from George Washington University. John previously served on the board of the non-profit organization, United Community, and acted as the board's investment research lead. He currently lives in Alexandria, VA with his wife and his collie, Cal. In his spare time John loves to read, travel, and exercise - if you have a Peloton bike let John know, he would love to do a ride together!
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Sat.||10:00 AM - 2:00 PM|
|Northern Virginia||Washington DC|