Curtis Congdon | Source | President at XML Financial Group

Curtis is the President at XML Financial Group, an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. An accomplished advisor and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly dedicated to his client’s success, he and his team work to understand client’s unique goals and needs, then craft a plan and investment strategy to help clients feel confident that their money is serving them. He is a Certified Financial Planner® professional and Chartered Retirement Planning Counselor®. Having been nominated by his peers, Curtis was included in the Northern Virginia Magazine’s Top Financial Professionals list from 2015 – 2020 for investment planning and retirement planning.