October 4, 2022


Enduring Values

XML Monetary Group merges with Samson Wealth Administration Group – InsuranceNewsNet

XML Monetary Group (XML), an unbiased wealth and financial investment management business with workplaces in Maryland, Virginia and Colorado, these days announced it has completed its merger with Samson Prosperity Management Team, a prosperity management observe in Fort Washington, Pennsylvania.

The deal, which took influence on July 1, will enable broaden technology and operational support programs for both of those corporations, as nicely as enhance consumer means. It also allows XML extend its office environment footprint into Pennsylvania.

Mark Samson, who launched Samson Prosperity Management Group in 2012, will join XML’s management group. Both of those corporations are part of the Concentrate Money Companions loved ones of prosperity advisors.

“We are generally concentrated on giving new assets to our clients to help them reach their individual and monetary objectives,” claimed Brett Bernstein, CEO and Co-Founder of XML. “This merger will improve our functions and advisor team so we can continue on giving our valued clientele across the Mid-Atlantic area with the form of high-contact expert services they are entitled to.”

XML just lately launched its to start with-at any time shopper prosperity management app. The new indigenous channel will allow consumers and future purchasers to interact with their advisors and portfolios from any place they have an world-wide-web connection.

Jointly with its affiliated broker-vendor, XML Securities, LLC, member FINRA/SIPC, XML has about $3 billion in shopper property. The Samson workforce provides roughly $644 million in client assets to XML.

“We are thrilled to sign up for forces with XML and give our clients with expanded wealth and investment decision administration solutions to support them navigate intricate fiscal cases and reach their desires,” said Samson, a perennial name on the Forbes Very best-In-Condition Prosperity Advisors listing in Pennsylvania above the past five several years. “Our team is psyched to get started off and forge new options for our clientele as aspect of the XML relatives.”

About XML Financial Team

XML Economic Group (“XML”) is an impartial prosperity and investment administration firm headquartered in Rockville, Maryland. XML offers a suite of wealth and expenditure administration expert services to significant-internet-truly worth men and women, firms and households located throughout the nation. For far more information about XML, please visit www.xmlfg.com.

About Samson Wealth Management Team

Samson Prosperity Management Group (“SWMG”) is an unbiased wealth and investment management firm in Fort Washington, Pennsylvania. SWMG offers fiscal planning solutions to substantial-web-truly worth men and women, businesses and households found in the Philadelphia metro place and throughout the state. For additional info about SWMG, you should visit www.samsonwmg.com.

About the Forbes Most effective-In-Condition Wealth Advisors List

The Forbes rating of Ideal-In-State Prosperity Advisors, formulated by SHOOK Investigate, is based mostly on an algorithm of qualitative conditions, attained by means of phone, digital and in-particular person due diligence interviews, and quantitative facts. People advisors that are viewed as have a minimum amount of seven years’ working experience, and the algorithm weights things like profits developments, assets underneath management, compliance data, field encounter and these that encompass best methods in their method to operating with purchasers. Portfolio effectiveness is not a criterion due to varying shopper objectives and lack of audited information. Neither Forbes nor SHOOK receive a fee in trade for rankings.