J Eric Wightman

Partner at XML Financial Group - North Bethesda, MD, US

J Eric Wightman's Colleagues at XML Financial Group
Brett Bernstein

chief executive officer and co-founder

Contact Brett Bernstein

Mariana Lieu

Client Services Manager

Contact Mariana Lieu

Jason Klopman

Senior Wealth Advisor, Partner

Contact Jason Klopman

Stacey Lee

Client Service Associate

Contact Stacey Lee

Susan Harpe

Compliance Specialist

Contact Susan Harpe

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J Eric Wightman's Contact Details
HQ
301-770-5234
Location
Leesburg, Virginia, United States
Company
XML Financial Group
J Eric Wightman's Company Details
XML Financial Group logo, XML Financial Group contact details

XML Financial Group

North Bethesda, MD, US • 20 - 49 Employees
Financial Services

XML is an independent wealth management firm that seeks to place its clients' interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client's financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients' financial lives.

Estate Planning / Financial Planning Retirement Planning / Plan Design Tax Planning Insurance Planning Investment Management Wealth Management Financial Planning Retirement Planning Plan Design Tax Strategies Financial Services Financial Advisory Services
Details about XML Financial Group
Frequently Asked Questions about J Eric Wightman
J Eric Wightman currently works for XML Financial Group.
J Eric Wightman's role at XML Financial Group is Partner.
J Eric Wightman's email address is ***@xmlfg.com. To view J Eric Wightman's full email address, please signup to ConnectPlex.
J Eric Wightman works in the Financial Services industry.
J Eric Wightman's colleagues at XML Financial Group are David Margulies, Brett Bernstein, Mariana Lieu, Jason Klopman, Stacey Lee, Susan Harpe, J Wightman and others.
J Eric Wightman's phone number is 301-770-5234
See more information about J Eric Wightman