Location: Rockville, MD
Specialty: Financial planning and wealth management
Brett Shane Bernstein, CFP
XML Financial Group provides financial planning, wealth management and insurance analysis. With no proprietary products to recommend, no sales quotas, and no conflicts of interest between a research department and investment banking arm, XML offers the highest level of customized services. XML’s process is “to take a holistic approach with every client, looking at every aspect of their financial situation; even things as basic as helping them negotiate a car purchase or lease, or finding a jeweler to help with an engagement ring,” says Brett Shane Bernstein, managing partner. “A motto I live by is that if I help connect others who may have synergies or benefit from each other, then eventually they will think of me.”
QUICK TIP: “[Be] accessible 24 hours a day, 7 days a week.”
Bernstein is active in various organizations, including as a current board member of the nonprofit So What Else and past advisory board member of the George Washington Cancer Institute. He provides various college scholarships to cheerleaders, as his daughter is a competitive cheerleader. Bernstein is also a title sponsor of the TL-JL Foundation Golf Tournament, which raises funds and awareness for diabetes. Additionally, he is a major sponsor of the Fight 4 Diabetes Cure golf tournament.