We are a financial services & asset management division of XML Financial Group specifically for women. Women control the majority of assets in the United States, and we’re here to empower and educate you. Our ultimate goal is to merge health and wealth, allowing you to enjoy your lifestyle by ensuring that you have the resources to live your life the way you want.
When Things Shift, We’re Here to Bring Stability
For everything there is a season in life, and with those seasons come changes. Some of the changes can be exciting, while others can be emotional and difficult. Whatever the case may be, we strive to create the stability you crave in the present and the future.
You may be looking for a financial adviser or wealth management company for help with estate or trust management, retirement planning, relocation, starting a business, divorce, the passing away of a loved one, caring for aging parents, or a number of other things. Whatever the case may be, we bring our unique combination of tenured professional experience and personal experience to the table in providing you unparalleled service and support.
“The most amazing lesson I learned in my own CPA practice was how fearful the vast majority of my clients seemed to be about money management. That realization is what piqued my interest in becoming a financial advisor. It has been so satisfying to be able to counsel my clients, help them overcome their fears and put their minds at ease about their financial security that this has become the sole focus of my current professional practice.” – Judith Tipkin, CPA (read full bio here)
What Sets Us Apart?
We don’t just have the work experience to help you with whatever services or solutions you may need; we also are willing to bet that we have similar life experience to inform and equip us to work with you. Our team is full of women with diverse backgrounds and experience. Collectively, we’ve seen it all—from the ordinary to the tragic. With us, you’re more than a name or a number on a page. When we work with you, we see a bit of ourselves or our team in one way or another. We have actual experience with whatever you may be going through. Your life experience and situation make you who you are, and we’re careful to never lose sight of that.
As mentioned above, our team is diverse in background and life experience. You can click on our staff pages for each member of our team below to read more about their professional qualifications and life experience.
Contact Us for Financial Consulting and Asset Management Services
No matter who you are, we’re familiar with your story and we want to work with you to help provide financial stability and peace of mind. We are based in the Washington DC, Maryland, and Virginia area. Don’t hesitate to reach out today to find out more about our services or schedule an appointment—fill out our online contact form here.