xtramile financial group
Xtramile Financial Group is a Tampa-based financial advisory firm founded in 2024 that provides pre-sale planning services to investors evaluating the sale of investment property, coordinating across their existing CPA, attorney, lender, and broker relationships and operating through the Mariner Platform Solutions infrastructure.
- Company typePrivate
- Founded2024
- HeadquartersTampa, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What xtramile financial group does
Xtramile Financial Group is a privately held financial advisory firm founded in 2024 by EJ Pipkin and Cheryl Sutter, headquartered at 2202 N. Westshore Blvd, Suite 200 in Tampa, Florida. The firm is structured as a separate business entity maintained by Investment Adviser Representatives registered with Mariner Platform Solutions (MPS), an SEC-registered investment adviser; Xtramile is explicitly not owned, controlled by, or affiliated with Mariner or MPS, but uses the MPS platform for research, technology, custody, and compliance infrastructure, with client account access provided through Schwab.
The firm's core service is the Pre-Sale Planning Framework, an advisory engagement that operates during the period before a major financial transaction — most often the sale of investment property — and is organized around five pillars: Purpose of the Sale, Portfolio Impact, Financial Considerations, Reinvestment Considerations, and Advisor Coordination. Xtramile positions itself as a coordinator across the investor's existing professional advisors (CPAs, attorneys, lenders, brokers, qualified intermediaries) rather than a replacement for them, and supplements the core framework with an educational content library covering 1031 Like-Kind Exchange, 721/UPREIT, Delaware Statutory Trust (DST), Qualified Opportunity Zones, and Qualified Opportunity Funds.
The business model is a recurring fee-based investment advisory and wealth management relationship delivered via the MPS platform, preceded by a no-fee, no-obligation 30-45 minute initial conversation. The go-to-market motion is relationship-driven and referral-based, combining direct outreach to individual investors with a structured professional advisor referral channel; advisory delivery is available in person in Tampa Bay and remotely across the country. The firm has no disclosed revenue, no external funding, and no M&A activity.
xtramile financial group firmographics
Firmographics- Name
- xtramile financial group
- Legal name
- Xtramile Financial Group
- Website
- https://xtramilefg.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Xtramile Financial Group is a Tampa-based financial advisory firm founded in 2024 that provides pre-sale planning services to investors evaluating the sale of investment property, coordinating across their existing CPA, attorney, lender, and broker relationships and operating through the Mariner Platform Solutions infrastructure.
- Ownership category
- akta.pro rank
xtramile financial group industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
Keywords
Where xtramile financial group is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
xtramile financial group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Investment advisory services offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Advisor. Xtramile provides pre-sale planning services for investors evaluating major financial transactions, primarily investment property sales, and ongoing wealth management for clients who proceed beyond the planning stage.
- Wealth Management Services: Ongoing wealth management services available to investors who proceed beyond the Pre-Sale Planning Stage. Fees are discussed during initial conversations and follow standard investment advisory compensation structures through MPS.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Initial consultation - no fee |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
xtramile financial group product offering
Product offeringCore offering
Xtramile Financial Group is a Tampa Bay-based advisory firm that works with investors during the Pre-Sale Planning Stage — the period before a major financial transaction, most often the sale of investment property. The firm delivers a structured five-pillar planning framework (Purpose of the Sale, Portfolio Impact, Financial Considerations, Reinvestment Considerations, Advisor Coordination) and, for clients who proceed beyond pre-sale planning, provides ongoing investment management and wealth management services through Investment Adviser Representatives registered with Mariner Platform Solutions (MPS).
Product overview
Xtramile Financial Group is an advisory firm offering a unified Pre-Sale Planning service focused on the period before major financial transactions, particularly investment property sales. The core service is the Pre-Sale Planning Framework, which guides investors through five pillars: Purpose of the Sale, Portfolio Impact, Financial Considerations, Reinvestment Considerations, and Advisor Coordination. The firm also provides educational resources including the Investor Decision Map, Before You Sell Investment Property guide, Pre-Sale Planning Framework brochure, Real Estate Investing Reference Guide, and Tax-Focused Strategies Technical Reference. For clients who proceed beyond pre-sale planning, the firm offers investment management and wealth management services. All services are delivered through Investment Adviser Representatives registered with Mariner Platform Solutions (MPS).
Differentiator
Problem solved
Functional benefit
Products and services
- Pre-Sale Planning Framework A structured advisory engagement that guides investors through the period before a major financial transaction (most often investment property sales), covering five pillars: Purpose of the Sale, Portfolio Impact, Financial Considerations, Reinvestment Considerations, and Advisor Coordination. Intended for individual investors asking 'should I sell' rather than 'how do I sell.'
- Investment Management Ongoing investment management services available to investors who proceed beyond the Pre-Sale Planning Stage. Delivered through Investment Adviser Representatives registered with Mariner Platform Solutions (MPS), an SEC registered investment adviser.
- Wealth Management Ongoing wealth management services available to investors who proceed beyond the Pre-Sale Planning Stage. Covers portfolio oversight, financial planning, and coordination with the investor's broader advisory team, offered through MPS infrastructure.
Companies that use xtramile financial group
Customer profileSegments3 records
Ideal customer profiles2 records
xtramile financial group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
xtramile financial group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Mariner Platform Solutions (MPS)coreInvestment advisory services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Advisor. Xtramile Financial Group and MPS are not affiliated entities. The MPS relationship gives Xtramile access to institutional-grade infrastructure including research, technology, custody, and compliance capabilities, while allowing the firm to remain independently focused on the planning work that defines its practice. The firm maintains a separate business entity through which it markets its services.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
xtramile financial group competitors and assessment
Company assessmentBroad incumbents
- Mariner Wealth Advisors: Large national RIA and the parent platform of MPS, which Xtramile uses to deliver investment advisory services. Operates a full wealth management offering for HNW individuals and families, including real estate investors, and competes broadly in the same end market.
- Creative Planning: National wealth advisory and RIA serving HNW clients with comprehensive financial planning, tax coordination, and investment management. Comparable as a scaled platform targeting the same HNW investor segment that Xtramile addresses, including real estate owners.
- Mercer Advisors: National RIA providing comprehensive wealth management, tax, and estate planning to HNW households, with a strong emphasis on coordinated planning across professional advisors. Directly relevant as a larger competitor in the HNW advisory space.
- Edelman Financial Engines: Large national financial planning and investment management firm serving a broad HNW and mass-affluent base. Comparable as a scaled provider of coordinated financial planning and investment management services.
- Carson Group: National wealth management firm with a partner network of independent advisors supported by institutional investment, planning, and back-office infrastructure. Directly comparable as a platform-based model serving HNW investors, including real estate owners, with coordinated planning.
Direct peers
- The Colony Group: Mid-sized wealth management firm focused on HNW individuals, families, and institutions, offering integrated investment advisory, tax, and estate planning. Comparable as a directly competing boutique-to-mid RIA serving the same concentrated-asset investor segment.
- Modera Wealth Management: Boutique wealth management firm providing financial planning and investment advisory to HNW individuals and families, with emphasis on coordinated advice and fee-only fiduciary service. Comparable as a similarly sized independent RIA targeting HNW households.
- Robertson Stephens Wealth Management: Independent wealth management firm providing financial planning and investment advisory to HNW individuals, families, and foundations, with a particular strength in serving clients with concentrated equity and real estate positions. Highly comparable in target clientele.
- Keen Wealth Advisors: Boutique advisory firm offering comprehensive financial planning and investment management to HNW individuals and families, with coordinated advice across CPAs and attorneys. Comparable as a small, planning-led RIA targeting the same client profile.
Others
- Asset Preservation, Inc. Qualified intermediary specializing in 1031 like-kind exchanges, with deep involvement in the investment property sale process that Xtramile's Pre-Sale Planning Stage addresses. Comparable as a critical ecosystem participant in the same transaction workflow.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
xtramile financial group social profiles
Digital presencextramile financial group financial estimates
Financial estimateRevenue estimate
Valuation estimate
xtramile financial group leadership team
Management profileNumber of profiles
Profiles2 records
xtramile financial group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
xtramile financial group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about xtramile financial group
What does xtramile financial group do?
Xtramile Financial Group is a Tampa Bay-based advisory firm that works with investors during the Pre-Sale Planning Stage — the period before a major financial transaction, most often the sale of investment property. The firm delivers a structured five-pillar planning framework (Purpose of the Sale, Portfolio Impact, Financial Considerations, Reinvestment Considerations, Advisor Coordination) and, for clients who proceed beyond pre-sale planning, provides ongoing investment management and wealth management services through Investment Adviser Representatives registered with Mariner Platform Solutions (MPS).
Is xtramile financial group a public or private company?
xtramile financial group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was xtramile financial group founded?
xtramile financial group was founded in 2024. It employs 1 to 10 people.
Where is xtramile financial group based?
xtramile financial group is headquartered in Tampa, United States, in the North America region.
How does xtramile financial group make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are wealth Management Services.
Who are xtramile financial group's main competitors?
Broad incumbents on record are Mariner Wealth Advisors, Creative Planning, Mercer Advisors, Edelman Financial Engines and Carson Group. Direct peers are The Colony Group, Modera Wealth Management, Robertson Stephens Wealth Management and Keen Wealth Advisors. Asset Preservation, Inc. is listed as an others.
Does xtramile financial group have an API?
No public API is recorded for xtramile financial group.
What industry is xtramile financial group in?
xtramile financial group's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 523940 and its SIC code is 6282.