XML Financial Group

XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice

Brett Bernstein

CEO and Co-Founder

Curtis Congdon

President

Rob Kantor

CIO and Co-Founder

2 past transactions

Samson Wealth Management

Acquisition in 2022
Samson Wealth Management is an independent wealth and investment management firm. SWMG provides financial planning services to high-net-worth individuals, businesses, and families in Philadelphia and around the country.

Collins Investment Group

Acquisition in 2021
We work with you to make the most of your money by providing individual solutions for your investment needs. We create a tailored plan that allows you to enjoy a personalized investment experience.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.