Building a Bridge for Your Financial Dreams
Xtramile Financial Group specializes in navigating and helping to optimize the full-service financial needs of business owners, high-net-worth individuals and retirees. We don’t just offer the basics—we quarterback a team of professionals who go the Xtramile seeking to create winning game plans for every aspect of your financial future. See Our StoryOur Comprehensive Capabilities
We provide a full spectrum of coordinated financial services to help you navigate the complex challenges that demand comprehensive and strategic solutions. We also understand the importance of providing independent guidance that always puts you first. Our approach to comprehensive financial advice seeks to ensure that all aspects of your personal and business life are considered and aligned with your overall objectives, offering a well-rounded approach to managing and growing your business and personal wealth. That is why we collaborate with Mariner and leverage a team of experienced financial professionals to help meet your needs for asset management, business planning, financial planning, estate and retirement planning, risk management and more.
Sprinting Into the Locker Room at Half-Time! Is this Real or Fear of Missing Out?
No doubt about it, the market is exhibiting some mojo as we close out the first half of 2025. The S&P 500 had an outstanding June, with a total return of roughly 5% for the month. This was on the heels of a more than 6% total return in May, which made for one of...
A Roller Coaster Start to 2025 — Time to Regroup for the Second Half
“Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we reflect on the wild ride that has been the first half of 2025. It turns out we were quite serious when we discussed the likely virulent swings in policy rhetoric out...
Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning
As management theorist and author Peter Drucker said, “The greatest danger in times of turbulence is not the turbulence, it is to act with yesterday’s logic.” April saw a whirlwind of surprising news flow causing investors to suffer a commensurate roller coaster ride...