Coyote Wealth
Fractional CFO

XML Financial Family Office

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

DC-area family office and advisory

Rockville, MDFounded 199725-50 employees

Is this your firm? Claim your free profile to add photos, services, credentials, and start collecting client reviews.

Claim This Profile →

About XML Financial Family Office

XML Financial Group's Family Office division provides comprehensive multi-family office services to ultra-high-net-worth families in the Washington DC metropolitan area, integrating investment management, tax, and estate planning.

Services & Specialties

Services

Family Office Services
Tax Planning
Philanthropic Advisory

Be the First to Review

Have you worked with XML Financial Family Office? Share your experience.

Frequently Asked Questions

Why Trust Coyote Wealth

Every fractional cfo on Coyote Wealth is reviewed against our editorial criteria before listing — no pay-to-play.

Verified Credentials

Active license status confirmed with state boards, SEC IAPD, and FINRA BrokerCheck.

Real Client Reviews

Reviews collected from verified clients. Spam detection and moderation applied.

💰

Transparent Fees

Listed firms disclose their fee structure. Firms that refuse to share are flagged.

🛡

Clean Record

Screened against SEC, FINRA, and state databases for disciplinary history.

Read our editorial standards →

Get in Touch

Pricing

AUM & Retainer

Industries

Government
Financial Services
Technology & Software

States Served

Maryland
Virginia
District of Columbia

Is this your firm?

Claim this listing to manage your profile, respond to reviews, and access leads.