Awards & Recognition Washington Financial Group has repeatedly been recognized as a top DC Advisor Teams by NAPA for 2018, 2019, 2020, and 2021, highlighting a strong track record in retirement plan consulting which can be leveraged to approach prospects seeking proven expertise and stability.

Acquisition & Growth The firm was acquired by Hub International in 2019, signaling access to broader resources, cross-selling opportunities, and potential partnerships with a larger network to expand service offerings to existing and new clients.

Service Focus Core value proposition centers on individual wealth management and organizational retirement plans with proactive, clarity-driven service, creating a sales angle around high-touch, client-centric advisory for mid-market organizations.

Tech Enablement Tech stack includes AWS, WordPress, Google Analytics, and KnowBe4, indicating digital engagement and security capabilities that can appeal to risk-aware firms and tech-enabled prospects seeking scalable, compliant wealth and retirement services.

Growth Signals Revenue range indicates a small-to-mid market firm with growth potential and notable industry recognition, suggesting targeting mid-sized employers and organizations exploring enhanced retirement and benefits programs.