WPG Financial Group logo

WPG Financial Group Employee Directory

Financial ServicesMaryland, United States11-50 Employees

WPG Financial Group operates in the financial services industry, providing personalized, strategic, and team-based financial planning. It notes that time is taken to understand clients before advising, with a long-term, proactive approach aimed at strengthening the client's financial position rather than the firm's. The firm leverages the resources of a larger organization while offering the individualized attention typical of a smaller firm, and emphasizes transparent, ongoing dialogue and informed decisions in its client partnerships.

Headquartered in Baltimore, Maryland, the company serves a diverse client base that includes aspiring entrepreneurs, established business owners, single professionals, growing families, and other businesses seeking structured planning. Advisory services are delivered through WPG Advisers, LLC, a Registered Investment Advisor, with WPG Advisers, LLC and WPG Financial Group, LLC identified as affiliated entities.

Find WPG Financial Group employees' phone numbers or email addresses

WPG Financial Group Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Asia
2

Minus sign iconPlus sign icon
  • Malaysia
    1
  • Indonesia
    1

WPG Financial Group's Leadership

  • Stylized image of a person
    B. V.
    Intern
  • Stylized image of a person
    N. R.
    Financial Advisor

WPG Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Other
  • Business

Contact profiles from WPG Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. V.
    Intern
    Oct 23, 2024
  • Stylized image of a person
    N. R.
    Financial Advisor
    Sep 25, 2025

Frequently Asked Questions

What is WPG Financial Group known for?

Minus sign iconPlus sign icon
WPG Financial Group was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore WPG Financial Group's company overview page for more information.

What is WPG Financial Group's most common email format?

Minus sign iconPlus sign icon
WPG Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WPG Financial Group email formats with LeadIQ.

How many employees does WPG Financial Group have currently?

Minus sign iconPlus sign icon
WPG Financial Group has approximately 11 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are WPG Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, WPG Financial Group's key employees include:

  • Intern: B. V.
  • Financial Advisor: N. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.