Washington Financial Group, Inc.

Overview

Washington Financial Group, Inc. is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm is owned by an individual and acts as a capital allocator, combining traditional advisory services with insurance brokerage capabilities. Its advisory mandate includes financial planning, portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Fee arrangements are flexible: the firm charges percentage-of-AUM fees as well as hourly and fixed fees, and it also conducts business on a commission basis. Washington Financial Group is not positioned as an active ESG investor and does not report multi-state adviser status.

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Investments & Alternatives

Location & Offices