Who Is Xerxes and What Makes Us Different?

Background Xerxes Financial Group, Inc. Established as an independent financial advisory firm in 1996. While our initial structure was under a broker/dealer arrangement, we are now a Registered Investment Advisory Firm located in the suburbs of Washington, D.C., Burke, Virginia.

As RIAs, we are held at a fiduciary level, similar to an attorney or CPA, and do not sell or solicit products (e.g. Insurance, mutual funds, etc.), thereby eliminating any inherent conflict of interest that may be present in a traditional broker relationship. Below are best-in-class highlights of our firm. Measurable Financial SuccessXerxes is the preferred partner for motivated successful professionals who are ready to take charge of their own destiny.

Adequately identifying current financial matters allows Xerxes to be the trusted advisor individuals seek in a long term relationship. Our process begins with a complimentary one hour consultation to guide and help create the framework of services required. ... more.

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