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- Custodian
- Fidelity/NFS · First Clearing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2016
- Office Locations
- 14
Office Locations
About XML Financial Group
XML Financial Group is a Bethesda, MD-based wealth management firm providing lifestyle-driven financial planning and ongoing investment management for individuals and families, including support for entrepreneurs, retirees, and major life transitions. Services span retirement and education (529) planning, estate/insurance needs, and portfolio construction using vehicles such as ETFs and mutual funds. The firm emphasizes a collaborative, team-driven approach and offers a client mobile app; brokerage is available via affiliated XML Securities, LLC (FINRA/SIPC).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRETT SHANE BERNSTEIN
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #3103034
- Ownership
- Less than 5%
CURTIS JEFFREY CONGDON
President
- CRD
- #4890245
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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SHARON LYNN ABBEY
Wealth Advisor
- CRD
- #4319044
SHAWNA T BIEDA
Wealth Advisor
- CRD
- #4903736
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,487,061,599 | $529,049 |
| Non-Discretionary | $811,001,206 | $630,639 |
| Total | $3,298,062,805 | $550,871 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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