ROCKVILLE, MD --  The Forbes Best-In-State Wealth Advisors for 2023  was released and Curtis Congdon from our firm has been named to this prestigious lists. Curtis has been recognized as a top wealth advisor in Virginia.

These lists are designed to recognize advisors who have demonstrated a track record of success and growth across the various skill sets it takes to be a wealth advisor. Each list is decided by multivariate analysis, weighing a variety of factors across thousands of firms. To read more about the methodology here.

Curtis is a veteran financial advisor who has helped clients achieve their financial goals. Curtis embodies XML’s mission of demonstrating empathy and sincere care for his clients. Combined with his commitment to client service, his expertise in investment management, retirement planning, and estate planning has earned him a  well-deserved spot on this year’s list.

Congratulations to Curtis, on this distinguished recognition - we’re proud to have you leading the XML team!

Awards Disclosure - Coverage period is 2022 and data as of June 30, 2022. America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on data submitted by the participant, in-person, virtual or telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation from XML in exchange for its Registered Investment Advisor Firm placements or rankings, which are determined independently. Participation in this directory is limited to ranked firms; once placed on a ranking, firms may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. XML paid no such fees. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or firm and not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or firm for their own situation and perform their own due diligence. For more information, please see www.SHOOKresearch.com , SHOOK is a registered trademark of SHOOK Research, LLC.