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Founded in 1983, Washington Financial Group (WFG), a division of HUB International Mid-Atlantic, Inc. (WFG was acquired by HUB in September 2019), has been a nationally recognized and award-winning leader in providing innovative retirement planning services to organizations and their employees, and wealth management services to professionals. As an independent firm, we are vendor and investment neutral, helping to ensure transparency in making investment recommendations and decisions. We provide education, resources, tools and research to help our clients pursue their financial objectives, coupled with exceptional client service.
We are a member of Global Retirement Partners (GRP), enabling us to serve as investment fiduciaries under ERISA to help ensure retirement readiness and enhancing the overall effectiveness of retirement plans.
We were honored to be named the 2017 PLANSPONSOR Retirement Plan Small Team of the Year, demonstrating leadership and commitment to excellence for our retirement plan sponsor clients and their employees.
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group is the approved name under which LPL Financial business is conducted.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
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