XML Money Group merges with Samson Prosperity Management Team – InsuranceNewsNet
XML Economical Team (XML), an unbiased wealth and expense administration organization with places of work in Maryland, Virginia and Colorado, currently declared it has done its merger with Samson Prosperity Management Group, a prosperity administration observe in Fort Washington, Pennsylvania.
The deal, which took influence on July 1, will support broaden technology and operational assistance devices for equally corporations, as perfectly as enhance customer sources. It also aids XML extend its business office footprint into Pennsylvania.
Mark Samson, who launched Samson Prosperity Administration Team in 2012, will sign up for XML’s management workforce. Equally firms are portion of the Aim Money Partners spouse and children of prosperity advisors.
“We are generally centered on offering new resources to our purchasers to help them reach their individual and financial plans,” reported Brett Bernstein, CEO and Co-Founder of XML. “This merger will enhance our functions and advisor group so we can continue offering our valued shoppers throughout the Mid-Atlantic region with the form of higher-contact services they should have.”
XML just lately launched its 1st-ever consumer wealth management application. The new indigenous channel enables clientele and prospective clientele to interact with their advisors and portfolios from everywhere they have an world wide web link.
Collectively with its affiliated broker-seller, XML Securities, LLC, member FINRA/SIPC, XML has roughly $3 billion in customer belongings. The Samson team provides about $644 million in consumer assets to XML.
“We are thrilled to be a part of forces with XML and give our consumers with expanded wealth and expense management expert services to support them navigate intricate money cases and achieve their dreams,” claimed Samson, a perennial name on the Forbes Best-In-State Prosperity Advisors listing in Pennsylvania around the earlier five several years. “Our staff is psyched to get commenced and forge new prospects for our consumers as part of the XML loved ones.”
About XML Economical Team
XML Economic Group (“XML”) is an unbiased wealth and financial investment administration business headquartered in Rockville, Maryland. XML features a suite of prosperity and investment decision administration expert services to high-net-value persons, businesses and families located across the place. For more facts about XML, you should visit www.xmlfg.com.
About Samson Prosperity Management Team
Samson Prosperity Management Group (“SWMG”) is an impartial wealth and expenditure management business in Fort Washington, Pennsylvania. SWMG provides money scheduling solutions to significant-net-well worth folks, corporations and family members located in the Philadelphia metro location and throughout the nation. For more facts about SWMG, please visit www.samsonwmg.com.
About the Forbes Best-In-State Prosperity Advisors List
The Forbes position of Best-In-Condition Prosperity Advisors, formulated by SHOOK Research, is centered on an algorithm of qualitative conditions, attained by way of phone, digital and in-individual thanks diligence interviews, and quantitative facts. Those advisors that are regarded have a bare minimum of 7 years’ encounter, and the algorithm weights components like income trends, property below administration, compliance documents, marketplace encounter and these that encompass ideal methods in their approach to performing with clientele. Portfolio overall performance is not a criterion thanks to varying shopper targets and deficiency of audited details. Neither Forbes nor SHOOK get a rate in exchange for rankings.