Mike Jacobs began his career in 1993 at Merrill Lynch in Rockville, MD. In 2004, he was one of the early pioneers to leave the large wire house and join the independent planning world. He co-founded XML Financial Group, where he worked for 8 years and was recognized as one of the Inc. 5,000 fastest growing, privately held companies. In 2012, he divested his equity in XML and joined Monument Wealth Management in Alexandria, VA.
Mike specializes in advising business owners and executives on strategies that seek to protect and grow their wealth. Services include financial planning, risk mitigation strategies, investment management, wealth preservation strategies, trust and estate planning, and tax planning.