At Washington Financial Group (WFG), our clients are accomplished individuals and families living busy and productive lives. They recognize that managing significant wealth can be complex, time consuming and challenging. Sound decisions require extensive research, expertise and deep knowledge of the marketplace. That’s why so many families and professionals rely on the experienced advisors at Washington Financial Group to provide strategies that seek to simplify the complexities associated with managing affluence.
Simplifying Your Path to Financial Success
From wealth building to retirement income, estate and legacy planning, we’re confident we can help you address any obstacle on the path to your financial goals, providing you with more of life’s most precious commodity – time to focus on the other important priorities in your life.
Providing Collective Wisdom through a Team Approach
Our team approach to comprehensive wealth planning provides you with the insight, constructive guidance and perspective of multiple wealth advisors. We seek to bring our collective knowledge, experience and expertise across multiple financial disciplines to each client engagement, working together in a manner that places your interests first.
Inspiring Confidence across Generations
Our experienced wealth advisors have helped generations of individuals, families and professionals both in and outside of the Washington Metropolitan area to make confident financial decisions by focusing on responsible planning, disciplined investing and dedicated service. Time and again our clients have entrusted us to look after the best interests of their children and grandchildren with the same proactive approach, professionalism and care they have experienced from our professionals.
We are dedicated to helping you protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. As your financial partner, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.