Executive Summary
Xerxes Financial Group, Inc. is a fee only, independent Registered Investment Advisory Firm (RIA) domiciled in Burke, Virginia. We are fiduciaries and serve successful professionals who are motivated to take control of their investments.
Clients engage the services of a financial professional with the same expectation that they have of an attorney or CPA. They want a fiduciary to be on their side to help make good decisions and manage their affairs. Since our founding in 1996, we have never lost sight of this premise. Our clients are comforted in knowing that our fee based structure allows us to provide unbiased financial planning, asset management and second opinion of their current financial and/or investment plans. (Click here for Premier Services)
Investors have many places to get financial advice, and these choices can be narrowed down to four. As many have learned, though, choosing a qualified financial advisor is more art than science. Xerxes helps define your choices and consider the strengths and weaknesses of each decision. (Click here)
Investing and money management cannot be reduced to a tag line or catch phrase; it requires careful analysis of many factors and a true understanding of risk. Xerxes brings the skill set and high quality of work that is normally reserved for professional investors to individuals and small businesses. The section on “Premier Services” clearly outlines the specific process and distinct areas of service we provide. Our final document produced for each segment is rich in content and void of product solicitation.
Xerxes Financial Group, Inc. would not be here today if it were not for the outstanding contributions of its fine staff. Our business model requires that all of our senior staff be educated and/or adequately experienced in finance, economics, business, marketing and/or accounting. See our staff biographies.
We assembled this website to clearly outline our services, independence, qualifications, management method & methodology and our most important role, to be your trusted partner in managing your wealth.
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