What departments does WPG Financial Group have?

WPG Financial Group has employees across 5 departments including Operations, Marketing, Human Resources, Customer Success, Finance.

What is the largest department at WPG Financial Group?

The largest department at WPG Financial Group is Finance with 2 employees.

Where are WPG Financial Group employees located globally?

WPG Financial Group has employees across 2 continents and 3 countries including Indonesia, Malaysia, United States Of America.

How has WPG Financial Group's team size changed over time?

WPG Financial Group's team has decreased from approximately 9 to 8 employees based on available data.

WPG Financial Group Employee Directory

Financial ServicesMaryland, United States2-10 Employees

WPG Financial Group operates in the financial services industry, providing personalized, strategic, and team-based financial planning. It notes that time is taken to understand clients before advising, with a long-term, proactive approach aimed at strengthening the client's financial position rather than the firm's. The firm leverages the resources of a larger organization while offering the individualized attention typical of a smaller firm, and emphasizes transparent, ongoing dialogue and informed decisions in its client partnerships.

Headquartered in Baltimore, Maryland, the company serves a diverse client base that includes aspiring entrepreneurs, established business owners, single professionals, growing families, and other businesses seeking structured planning. Advisory services are delivered through WPG Advisers, LLC, a Registered Investment Advisor, with WPG Advisers, LLC and WPG Financial Group, LLC identified as affiliated entities.

WPG Financial Group Global Highlights

North America
16

United States Of America
16

Asia
2

Indonesia
1
Malaysia
1

WPG Financial Group's Leadership

T. P.
Partner
Mobile Phone
Email
S. G.
Partner
Mobile Phone
Email
N. R.
Director Of Operations
Mobile Phone
Email
E. P.
Director Marketing And Partnerships
Mobile Phone
Email
T. W.
Director Of Group Benefits
Mobile Phone
Email
D. F.
Portfolio Manager
Mobile Phone
Email
M. B.
Portfolio Manager
Mobile Phone
Email
C. C.
Account Manager
Mobile Phone
Email

WPG Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Human Resources
Accounting
Administrative
Analytics
Other
Business

Contact profiles from WPG Financial Group

Name

Title

Contact Info

Location

Last Update

T. P.
Partner
Mobile Phone
Email
United StatesMaryland
Oct 26, 2025
S. G.
Partner
Mobile Phone
Email
United StatesMaryland
Apr 15, 2026
N. R.
Director Of Operations
Mobile Phone
Email
United StatesMaryland
Apr 17, 2026
E. P.
Director Marketing And Partnerships
Mobile Phone
Email
United StatesMaryland
Nov 18, 2024
T. W.
Director Of Group Benefits
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
D. F.
Portfolio Manager
Mobile Phone
Email
United StatesMaryland
Sep 08, 2025
M. B.
Portfolio Manager
Mobile Phone
Email
United StatesMaryland
Dec 19, 2024
C. C.
Account Manager
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. B.
Financial Advisor
Mobile Phone
Email
United StatesMaryland
May 26, 2026
A. K.
Client Services Coordinator
Mobile Phone
Email
United StatesMaryland
Sep 08, 2025

Frequently Asked Questions

What is WPG Financial Group known for?

WPG Financial Group was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 3600 O'donnell Street Suite 860 Baltimore, Maryland 21224 United States; you can contact the main corporate office by phone at

+1-410-522-****

. Explore WPG Financial Group's company overview page for more information.

What is WPG Financial Group's most common email format?

WPG Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WPG Financial Group email formats with LeadIQ.

How many employees does WPG Financial Group have currently?

WPG Financial Group has approximately 10 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are WPG Financial Group's key employees and leadership?

As of May 2026, WPG Financial Group's key employees include:

Partner: T. P.
Partner: S. G.
Director Of Operations: N. R.
Director Marketing And Partnerships: E. P.
Director Of Group Benefits: T. W.

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WPG Financial Group Employee Directory

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