1804 Financial Group Employee Directory
Financial ServicesVirginia, United States2-10 Employees
1804 Financial Group is a financial services firm based in Falls Church, Virginia. It provides a range of planning and advisory services through a team-oriented approach, including financial strategy development, customized executive benefits programs for businesses, and asset allocation analysis. The firm aims to deliver forward-looking and cost-effective financial strategies tailored to each client's needs. The organization relies on a small professional staff and emphasizes professional excellence, integrity, open communication, and a thorough understanding of clients' distinct financial situations. Securities are offered through registered representatives of Equitable Advisors, LLC, a broker-dealer, while annuities and insurance are provided through the Equitable Network group of entities; 1804 Financial Group is not itself a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. The firm's website is https://1804financialgroup.com.