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 RIA’s, 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 Success—Xerxes 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. Education, Experience and Culture—Xerxes’ culture is built on independence.Since it’s founding in 1996, our tools in providing unbiased advice have been rooted in value style investments.Using finance & economics—not hype & sizzle—as the backbone to our research, we are able to view opportunities without being influenced by the “noise” associated to large brokerage/investment firms with an agenda different from that of our clients. Technology that shrinks the world to a manageable size, and provides better access to information also helps level the playing field.With today’s open architecture platform and the flexibility of the internet, we are able to take advantage of global opportunities, and yet still be considered a local, community based firm. Support comes in many forms.Xerxes is more than just a financial consulting firm.From planning to execution, distribution to gifting, estate preservation to generational skipping, or any combination thereof, we help provide the best ideas for the intended outcome.Our experience in estate, insurance, investment, and financial planning issues help us become “problem solvers,” not product solicitors. The success of a professional relationship is determined by the level of responsiveness forged in the communication process.At Xerxes, we have a policy to return phone calls & e-mails by close of business the day the initial contact is made.Our clients are comforted in knowing that we will not put off what is important to them for another day. Expenses & fees must be fair.We are an hourly and fee based advisory firm.Our compensation is based on the work each client requires of us.Our objective is to price each business segment to add the most value to our clients.We do not collect “soft dollar” compensation, and therefore have the freedom of using less expensive broad based investments (i.e. exchange traded funds in place of mutual funds) and individual securities. At Xerxes, we believe that each of us is the architect of our own lives.Individuals with the best “design” usually enjoy their quality of life more than those whose life seems chaotic.The same principal can be applied to one’s financial matters.Allow us to help you be the architect of your future.See for your self the Uncommon Service Xerxes can provide.