Financial Planning Services

Whatever your financial planning goals or needs are, we’re here to develop a relationship with you and craft the optimal plan for you. We take a holistic approach to our wealth management and financial planning services, always keeping your unique situation and story in mind.

When it comes to one’s financial health, there are so many questions that come up. For answers to these questions, the wealth services team at XML-W is here to help you! To be successful in wealth management, it is essential to understand not only where one stands financially but also how to continue and grow one’s lifestyle. We want to enable you to understand and maximize your finances so you can live your optimal life.

Some examples of areas of financial health XML-W addresses through planning include:

  • Assessing financial condition and needs
  • Identifying retirement financial goals
  • Assisting with estate planning
  • Preparing a plan to meet future financial needs
  • Offering tax strategies in relation to your financial plan
  • Monitoring government tax and regulation changes and evaluating impact on individual financial status
  • Evaluating financial statements and project earnings
  • Searching for ways to better manage cash flows
  • Completing risk analysis

Specific areas of expertise include:

  • Retirement planning
  • Cash flow and budget analysis
  • College education savings
  • Estate planning and trust services
  • Asset management and protection
  • Tax strategies
  • Wealth transfer planning
  • Will and trust planning

For more information or to schedule a meeting, contact XML-W today! We are based in the Washington, DC, Metro area.

Contact Us

Contact Us
We're Here to Help You on Your Journey

What Sets Us Apart?

Community Involvement & Philanthropy
Bethesda, MD
Bethesda, MD

6901 Rockledge Drive
Bethesda, MD 20817

T: 301.770.5234
F: 301.770.4929


We’re Re-Locating!

T: 703.790.5999
F: 703.827.2314

Fort Washington, PA
Fort Washington, PA

500 Office Center Drive
Suite 103
Fort Washington, PA 19034

T: 215-693-5000
F: 215-240-1993

Breckenridge, CO
Breckenridge, CO

New Address:
Physical/shipping (i.e. FEDEX):
311 S. Main St, Unit G
Breckenridge, CO 80424

USPS Mail:
PO Box 3813
Breckenridge, CO 80424

T: 970-668-5700
F: 970-668-5701