We are pleased to announce that XML President, Curtis Congdon, CFP®, CRPC®, and XML Senior Partner, Mark Samson, have been named to the prestigious Forbes Best-in-State Wealth Advisors 2026 list, which recognizes top-performing wealth advisors across the country for their excellence in client service, industry experience, and best practices. Curtis Congdon ranked at no. 59 for Virginia, and Mark Samson ranked at no. 32 for Pennsylvania.
“Mark and Curtis exemplify the values that define XML Financial Group – putting clients first, leading with integrity, and delivering thoughtful, long-term financial guidance,” said Brett Bernstein, CEO and Co-founder of XML. “This recognition is a reflection of the trust they’ve built with clients and their unwavering commitment to helping individuals and families achieve meaningful financial outcomes.” Samson and Congdon have played key roles in advancing XML Financial Group’s client-centric approach, helping individuals, families and business owners align their financial strategies with their long-term goals. Their inclusion on this year’s list underscores the firm’s continued focus on delivering personalized, high-touch advisory services. “This honor speaks to the relationships we’ve built and the responsibility we feel to guide our clients through every stage of their financial journey,” said Samson. “We’re proud to be part of a team that prioritizes thoughtful planning and long-term impact,” added Congdon.
View the full 2026 list of Best-in-State list Wealth Advisors here.
The Forbes rankings of America’s Best-in-State Wealth Advisors, developed by SHOOK Research, are based on a combination of qualitative insights from due diligence interviews and quantitative data including revenue trends and assets under management. The methodology also considers factors such as service models, compliance records, and industry experience, with a focus on best practices in serving clients. All advisors considered have a minimum of seven years of experience. Portfolio performance is not a factor due to varying client objectives and limited audited data.
Neither Forbes nor SHOOK Research receives compensation in exchange for rankings. View the full methodology.
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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 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.