Financial Services that Serve You

We are financial experts who understand that economic decisions have an emotional component; that financial planning is also life planning; and that value and values work hand in hand.

Risk Management Group’s concierge financial services are all about you: what you want, how you want to get there, your goals and concerns, and your financial style.

Our uniquely savvy and attentive team of women in finance bring life experience to help you plan wisely whether your goal is to grow or preserve your assets. Since 1965, Risk Management Group has been serving clients in the metro DC area. Over the years, our client base has extended across the country. We specialize in planning through life transitions, helping you find and maximize opportunity in times of change.

We work with you to design a plan that changes as you change.