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
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
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
2025-05-04T16:00:00
Prepare Wisely: Estate Strategy Essentials
No matter your wealth or status, you have an estate. And all estates have something in common—you can’t take it with you when you die. Having a strategy in place can make things easier for your family after you’re gone. At this workshop:
• Explore assets—whether they be financial or physical.
• Understand beneficiaries—family or organizations you care about.
• Gain tools to help put your plans into action.
During this session, you'll also learn about the Five Phases of an IRA and strategies for reducing the taxes you and your heirs could pay on those savings.
Lunch will be served.
No products will be sold.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
27878-11M R9-20
2025-06-10T18:00:00
Savvy Tax Strategies
Fact #1: Taxes can be complicated.
Fact #2: No one wants to pay more than their fair share.
When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money.
Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.
No products will be sold. See thrivent.com/social for additional disclosures.
2025-06-11T00:30:00
Savvy Tax Strategies
Fact #1: Taxes can be complicated.
Fact #2: No one wants to pay more than their fair share.
When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money.
Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.
No products will be sold. See thrivent.com/social for additional disclosures.
News and insights
Office information
Operating Hours:
M – F: 9 a.m. – 5 p.m.