Announced
Completed
Financials
Tags
Friendly
Asset Managers and Custodians
Majority
Merger
Completed
United States
wealth management platform
Acquisition
Single Bidder
Domestic
Private
Synopsis
XML Financial Group, an independent wealth and investment management firm, completed the merger with Collins Investment Group, a wealth management practice in Bethesda, Maryland. Financial terms were not disclosed. "We are thrilled to welcome Bob and his team to the XML family. Our practices strive to provide outstanding wealth management solutions for clients nationwide. We look forward to building on each other’s strengths to help clients achieve their long-term financial goals," Brett Bernstein, XML CEO.
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