XML is proud to announce that Curtis Congdon, CFP®, CRPC®, President, and Lauren O’Brien, CFP®, RICP®, CPA, Senior Wealth Advisor, have been named 2025 Top Financial Professionals by Northern Virginia Magazine. This recognition reflects Curtis and Lauren’s dedication to delivering thoughtful, personalized, and strategic financial advice to clients across all stages of life. At XML, we believe in a collaborative, client-first approach—and this honor underscores the impact of that philosophy in action.
Northern Virginia Magazine’s Top Financial Professionals list highlights standout financial planners, wealth managers, estate planners, and accountants in the region. The magazine surveyed thousands of professionals and compiled the final list based on peer recommendations and editorial review. We thank our peers for recognizing the value Curtis and Lauren bring to the financial services community—and, most importantly, to our clients.
Northern Virginia Magazine’s Top Financial Professionals list highlights standout financial planners, wealth managers, estate planners, and accountants in the region. The magazine surveyed thousands of professionals and compiled the final list based on peer recommendations and editorial review. We thank our peers for recognizing the value Curtis and Lauren bring to the financial services community—and, most importantly, to our clients.
Methodology: To compile the Top Financial Professionals list, Northern Virginia Magazine sent surveys to Northern Virginia financial professionals asking them to recommend other financial professionals whom they would refer to friends and family. Our editorial staff then vetted those nominated to compile the final list. Although some Top Financial Professionals winners choose to advertise in the magazine, no one can pay to be included on the list. This listing and the advertising section are separate entities. XML did not pay to be on the list or to advertise.
Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.
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