A message from
Brett Bernstein
CEO and Co-Founder, XML Financial Group
Joining Focus Financial Partners has been transformative for our firm. Since we joined in 2016, we have had the privilege of doing an inner merger and multiple external mergers growing our client assets we service from $500M to nearly $4B today with offices in multiple states and over 50+ team members. We have been able to expand our team and the capabilities in how we service our clients and do financial planning and asset management. Being part of this special partnership has been extremely rewarding.
Learn more about XML Financial Group