At Dulles Group, we recognize your financial position and aspirations are unique, and that is why we pride ourselves on listening first and listening well. Only then can we effectively apply our expertise and more than 50 years of combined experience to craft a customized financial strategy.
Dulles Group works collaboratively for your benefit and is dedicated to providing the comprehensive solutions you deserve. We have three specialized areas of focus: Dedicated Planning Services, managed accounts and product-based solutions.
Plans made today can impact your future and family, and we take that responsibility seriously. No shortcuts. No one-size-fits-all. No pressure sales. We strive to forge deep, long-term relationships built on transparency and dependability. Call us to learn more about how we can help you reach your goals and live generously.
At Dulles Group, we recognize your financial position and aspirations are unique, and that is why we pride ourselves on listening first and listening well. Only then can we effectively apply our expertise and more than 50 years of combined experience to craft a customized financial strategy.
Dulles Group works collaboratively for your benefit and is dedicated to providing the comprehensive solutions you deserve. We have three specialized areas of focus: Dedicated Planning Services, managed accounts and product-based solutions.
Plans made today can impact your future and family, and we take that responsibility seriously. No shortcuts. No one-size-fits-all. No pressure sales. We strive to forge deep, long-term relationships built on transparency and dependability. Call us to learn more about how we can help you reach your goals and live generously.
Our story
Formed in 2013, Dulles Group is a dedicated team of financial professionals who draw on our diverse expertise, experience and creativity to provide thoughtful, customized service. No single financial advisor can do everything, so we share our unique strengths and perspectives with each other when developing financial strategies for our clients. Just as it takes many professionals with specialized skills to build a home, we feel that working collaboratively is the best way to help you build your financial house.
In addition, we believe there aren’t any inherently “good” or “bad” financial products or services. Each one is designed for a specific purpose, much like a hammer to drive a nail or a saw to cut a board. If a hammer is suggested to cut a board, it doesn’t make the hammer bad, it simply means this application of the hammer is not the best choice. Likewise, we’re here to help you find optimal financial solutions for your unique needs.
How we work with you
We are dedicated to delivering the customized strategies and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives. We are passionate about inspiring you to achieve new possibilities, and we are here for you each step of the way.
Our solutions
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2024-11-10T16:00:00
Leaving a Legacy Letter
Join us Sunday, November 10 at 12:00 pm at Grace United Methodist Church, as the Dulles Group and the Thrivent Member Network hosts a unique virtual event – Leaving a Legacy Letter.
During this event, we will watch a video on how to share life lessons and inspire generosity with those we love. We’ll equip you to write an impactful and lasting legacy letter with a step-by-step digital workbook because leaving a legacy isn't only about financial wealth. It's also about ensuring your loved ones know how much their relationship means to you.
To Register, please email Anna.Holmes@Thrivent.com by Nov 4. Lunch will be provided.
Disclosure: No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
2024-11-17T16:00:00
A Lifetime Gift with Shelly Halverson
The Dulles Group with Thrivent is hosting A Lifetime Gift with Shelly Halverson on Sunday, November 17, 2024, at 12:00 pm at Grace United Methodist Church. Lunch will be provided. We hope you’ll join us.
We plan for weddings, college, vacation, and retirement. Why is it so hard to plan for death? Get tools to help you talk to loved ones and prepare at A Lifetime Gift when Certified Celebrant Shelly Halverson suggests open conversation and offers a practical checklist filled with encouraging instructions.
RSVP by emailing Anna.Holmes@Thrivent.com no later than Nov 4. Each household will receive a binder to participate in the event. We look forward to seeing you there!
Disclosure: No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
2024-11-19T16:30:00
Thrivent Market and Economic Update
Are the current markets making you wonder how to best navigate your financial strategy? Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you. Register below to attend the event and/or receive the recording.
Register: https://thrivent.zoom.us/webinar/register/5016990392675/WN_AcYKGOzNRCm4IYnFbFJepA#/registration
News and insights
Office information
Operating Hours:
M – F: 9 a.m. – 5 p.m.