A complete list of active advisors currently associated with Washington Financial Group, Inc.

Warmer can help you find a great advisor at Washington Financial Group, Inc. or one who fits your needs even better.

Washington Financial Group provides advisory services to individual clients, high‑net‑worth individuals, and trust accounts, delivering portfolio management, financial and estate planning, separately managed accounts, and access to in‑house portfolios and money managers. The firm also offers insurance products and may implement securities‑based life insurance within client programs. The firm’s investment process is built around a risk tolerance analysis that produces an Asset & Funds Allocation (A&FA) and a client‑specific A&FA, with a dynamic asset‑allocation approach that may overweight sectors, investment styles, cash, or fixed income the adviser expects to be in favor over a 12–18 month horizon. Washington Financial Group uses mutual funds and third‑party managers as core vehicles and relies on due diligence from platforms such as Envestnet and Schwab Institutional when selecting managers. Compared with many peers, the firm both manages discretionary portfolios and transacts commissionable insurance and fund products, and it may credit 12b‑1 and other distribution fees toward advisory fees where disclosed; it also discloses affiliations and relationships with Schwab, Envestnet, Lincoln Financial Group, and Guardian Life and may introduce clients to other advisers. The firm operates with a small advisory team and states a trading policy of entering client trades before those of the firm or related persons.

To learn more about the advisors currently working at Washington Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.