We were thrilled to see our co‑founder and CEO, Brett Bernstein, featured on Investment Masterminds—where he shared valuable insights into XML Financial Group’s growth journey and client-centric approach through M&A.

One major theme: culture matters. As Brett put it, when merging, “you can’t change the culture”—so the key is nurturing a shared vision from day one. XML’s success, he said, comes from ensuring every team member (and advisor) joins—and, ultimately, retires with—XML, fully supported professionally, personally, and financially 

Throughout the interview, Brett emphasizes that XML’s client-first philosophy guides every strategic decision. This mindset ensures acquisitions enhance—not dilute—our ability to serve clients with integrity, consistency, and personalized care 

What does this mean for our clients? You receive seamless and thoughtful wealth management, even as we grow. We maintain cultural continuity and team stability, ensuring trusted advisor relationships. Our M&A activity is designed with client interests at the forefront, not bottom-line gains.

Watch the full CEO Spotlight at the link below on Investment Masterminds to hear more about our growth strategy and client-centered ethos in Brett’s own words.

Watch the full interview here.

Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.

This communication is for information and educational purposes only.This is not a recommendation for the sale or investment in any product or strategy or to be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment or tax decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML. Financial professionals do not provide specific tax/legal advice and the information presented at this  should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.