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
2024-10-15T23:00:00
Thrivent 101: Everything You Need To Know About Your Thrivent Membership
As a Thrivent member, you have access to a suite of tools and resources designed to help you be wise with money and live a more content, confident and generous life. From helping you be wise with money to supporting your desire to live generously, Thrivent is here to guide you on your journey.
Join the Northeast Advisor Group Engagement Leaders, for a special online event designed to orient you to our Thrivent Member Experience, and to learn the firsts steps towards activating your Thrivent member benefits.
We'll cover it all, from Thrivent Action Teams to Thrivent Choice, to Thrivent's new Mobile App. We will also include educational resources, free and discounted services and other support that is available to you as a Thrivent member to make an impact on the communities where you live, work, and worship. Whether you're a new member or just need a refresher, you won't want to miss this event.
No Products Will Be Sold. For additional disclosures, see Thrivent.com/social. Member benefits and programs are not guaranteed contractual benefits. The interpretation of the provisions of these benefits and programs is at the sole discretion of Thrivent. Thrivent reserves the right to change, modify, discontinue, or refuse to provide any of the membership benefits or any part of them, at any time. You should only purchase and keep insurance and annuity products that best meet the financial security needs of you and your family and never purchase or keep any insurance or annuity products to be eligible for nonguaranteed membership benefits.
Registration Link: https://thrivent.zoom.us/webinar/register/6317176825832/WN_q65yLF8bTFOU1GhGcPOiKQ
2024-10-29T17:00:00
Maximizing Social Security Benefits with Mary Beth Franklin
While Social Security is the foundation of retirement income, it may replace only about 40% of your pre-retirement paycheck. Learn the impact of eligibility requirements on your monthly benefit and discover the importance of creating a strategy that's right for you.
Join us for Maximizing Social Security with expert Mary Beth Franklin. When it comes to claiming benefits, your age, marital status and work history can make a big difference.
Registration Link: https://thrivent.zoom.us/webinar/register/4816989591582/WN_DK0tfqVfQCupl5pcFFn3sw#/registration
Disclosure:
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
2024-10-30T01:30:00
Maximizing Social Security Benefits with Mary Beth Franklin
While Social Security is the foundation of retirement income, it may replace only about 40% of your pre-retirement paycheck. Learn the impact of eligibility requirements on your monthly benefit and discover the importance of creating a strategy that's right for you.
Join us for Maximizing Social Security with expert Mary Beth Franklin. When it comes to claiming benefits, your age, marital status and work history can make a big difference.
Registration Link: https://thrivent.zoom.us/webinar/register/4816989591582/WN_DK0tfqVfQCupl5pcFFn3sw#/registration
Disclosure:
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
News and insights
Office information
Operating Hours:
M – F: 9 a.m. – 5 p.m.