XNE Financial Advising, LLC is a Financial Planner in Takoma Park, MD. The firm provides tax preparation, financial plans, bookkeeping, and wealth accumulation strategies for individuals and small businesses. Based in Virginia, the company concentrates on serving clients in the District of Columbia metropolitan area, including Maryland and Virginia, while maintaining a nationwide reach with clients in all 50 states. It operates as a privately-owned certified minority business enterprise through the U.S. Black Chambers, Inc. and the National Minority Supplier Development Council. Founded in 2011, XNE Financial Advising utilizes a flat-fee pricing model to deliver accessible financial and accounting services. Xavier Epps, the founder, brings over 21 years of industry experience across Wall Street, non-profits, and federal and local governments. He holds a Bachelor’s Degree in Information Systems Management, graduated cum laude, and possesses FINRA Securities Licenses 7 and 63. Kayla Wade joined the firm in early 2022 as a Tax Advisor. She previously served as a Revenue Agent in the SBSE Division of the Internal Revenue Service, where she conducted audits of businesses and individuals. Wade holds a Bachelor of Science in Accounting from Alabama Agricultural and Mechanical University, graduating Magna Cum Laude in May 2020. The firm holds certified minority business enterprise status and employs a team with deep regulatory and accounting backgrounds. Their flat-fee structure and extensive processing history provide clients with transparent financial guidance. XNE Financial Advising, LLC combines certified minority business status with deep regulatory and accounting expertise to serve the financial planning needs of Takoma Park and the broader region.
BizScoreAI assigns XNE Financial Advising, LLC an Authority score of 75 out of 100. This metric measures whether the website clearly shows who is behind the business. It serves as a trust signal that AI assistants and search engines weigh when deciding whom to recommend.
Browse: Businesses in Takoma Park, MD · Financial Planner in Maryland · Businesses in Maryland
Read by AI engines 1 time in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business