Since 1983, Washington Financial Group (WFG), a division of HUB International Mid-Atlantic Inc., 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, WFG is vendor and investment neutral, helping to ensure transparency in making investment recommendations and decisions. WFG provides education, resources, tools and research to help our clients pursue their financial objectives, coupled with exceptional client service.
Employee Retirement Plans
Our passion is assisting you with the design features of a retirement plan that best suits the needs of both your company and your workforce. We believe that getting employees “retirement ready” requires more than just providing a good retirement plan and a range of investments. We believe driving employees behavior through plan design and education are key deliverables in making a difference. We want to be known for helping people replace their paycheck during their longest period of unemployment (retirement) while delivering an unsurpassed level of proactive service to our clients.
WFG is 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. WFG was 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.
Wealth Management
Our client-centric approach to financial planning and wealth management seeks to place your interests first at all times. We never lose site of the trust and confidence you place in us to lead you and your family along the path to financial well-being. We do this by taking your pulse through life changing events, market shifts and changes in your goals or objectives… helping you to make the best possible decisions at every turn in your path.
Securities offered through LPL Financial, member FINRA & SIPC. 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.
The LPL Financial representatives associated with this office 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.