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Our Mission

How We Work

Our Mission: Empowering Independent Advisors To Be The Trusted Guides Of Your Clients' Financial Futures.

At Georgetown Financial Group, we are big enough to matter and small enough to care. We are here to support you!

Georgetown Financial Group has partnered with a leading independent broker/dealer and a leading national insurance marketing organization to deliver an advisor and client experience that is the best in the independent space and competes with the largest full-service platforms. We strive to embody and embrace the multiple faces of independence while operating with the advantage of scale and resources.

We’ve built an infrastructure to support you, our advisors, and your need for assistance with:

  • Practice management
  • Succession planning
  • Marketing and client acquisition
  • Financial planning
  • Ease of operations
  • Central point of contact for all issues
  • Insurance planning
  • Case design and underwriting
  • Problem resolution
  • Compliance and supervision

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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