XML Financial Group
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05/26/2026
Continuing to invest in the conversations shaping what’s next.
Caite Stevens, Chief Technology Officer, attended the Microsoft Community Conference diving into the evolving role of AI, with a focus on how it’s being implemented across organizations. From data readiness to governance, these insights directly inform how we think about growth and innovation at XML.
05/20/2026
Retirement planning can feel complex, but it does not have to be.
Our latest guide outlines three essential questions to help you better understand your current financial picture, define your goals, and explore a path forward.
Download the guide: https://info.xmlfg.com/blog/defining-your-retirement-download-the-guide-to-the-three-essential-questions
Travel looks different for everyone, and what you see online isn’t always the full picture. Staying focused on what works for you can make the experience more meaningful. Reach out to Curtis Congdon, President of XML Financial Group, to learn more about how to tailor a financial plan to align with your priorities, goals, and lifestyle.
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6901 Rockledge Drive, Suite 730
Bethesda, MD
20817
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
