XML Financial Group
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Comprehensive financial advisory near the nation's capital
Is this your firm? Claim your free profile to add photos, services, credentials, and start collecting client reviews.
Claim This Profile →About XML Financial Group
XML Financial Group is a Rockville, MD fee-only RIA providing comprehensive financial planning, investment management, and tax planning to high-net-worth individuals and families in the DC metropolitan area.
Services & Specialties
Services
Financial Advisor Specialties
Frequently Asked Questions
Why Trust Coyote Wealth
Every financial advisor 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.
Get in Touch
Pricing
Fee-Only (AUM)
Industries
States Served
Is this your firm?
Claim this listing to manage your profile, respond to reviews, and access leads.