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Why We're Different

Established in 2005, WPG Financial Group has been serving clients for over ten years. Specializing in financial planning, corporate benefits, non-traditional investments, private bank lending services, and special needs planning, our team has the experience and expertise you can rely on.

When it comes to partnering with a financial advising firm, you have options. At WPG Financial Group, we seek to be your best option. Our clients entrust us with their financial well being, because we are dedicated to their absolute success and peace of mind. As an independent firm, we don’t manufacture proprietary products or push one way of thinking. Instead, we create an environment that delivers unparalleled financial advice, guidance, and support. At the end of the day, our clients can rest easy knowing that:

  • We care
  • We are experienced
  • We are knowledgeable
  • We are fiduciaries
  • We offer a customized approach to planning
  • Our independent advisor model allows us to give truly objective advice
  • We are team-oriented
  • We deliver White Glove Service
  • Our process is seamless and client-centric
  • We utilize advanced planning technology

The WPG Financial Group team is comprised of parents, friends, volunteers, and community advocates. Just like you, we are met with obstacles and uncertainty in our lives, and in our finances. Rather than deliver text-book advice, we will provide you with custom guidance and insight, based on our own personal experience and professional expertise. Your life is unique, and so are our needs. As your financial planning partner, we not only understand this, but will honor it in everything we do.

Give us a call today to schedule a free initial consultation. Come down to our office, and see for yourself what makes WPG Financial Group a truly unique firm.