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.
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...
Respect Rising Risk and Volatility, but Hold Your Ground
Stock price behavior felt a little crazy in March, sort of like the madness of a recent college basketball tournament, as the S&P 500 index declined in price by roughly 5.8% for the month and the tech laden Nasdaq composite index price was off roughly 8.2%.1 It...
Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!
2025 has simply been boring and status quo, right? There’s not much going on in the world or in the headlines. Not! We want to make sure you are awake as you start to read this. As we anticipated, the amount of news flowing out of Washington on the policy front this...