About The Capital Group loading=

About Us

At The Capital Group, we offer simple and dynamic business and personal financial solutions that help small and midsized businesses worry less and grow more.

We specialize in Risk Management, Wealth ManagementEmployee BenefitsRetirement Plan Consulting, and HR Technology.

Who We Are
The Capital Group Financial | Office in Bethesda, Maryland

The Capital Group

Our mission is to be a valued and trusted partner to the small and midsize business community.

Our focus is to guide our clients through the dynamic complexities of healthcare, financial services, and risk management. We aim to create a more secure, rewarding, and enjoyable future for you, your business, and your family. We work with you to develop business and financial plans that crystallize your goals and objectives while protecting you every step of the way.

The Capital Group’s powerful suite of dynamic business and personal financial solutions addresses all of your human capital needs. Our solutions are fully customized, providing your business with the right coverage and level of service for your unique needs. The result? Less worry, less stress, and more business growth. The Capital Group endeavors to build risk management, investment, retirement, and benefits, programs that balance employee satisfaction, provide robust coverage, and responsible spending for our clients.

The Capital Group is your business partner for cost-effective business and personal financial solutions designed to put money back where it belongs – in your pocket. When you work with The Capital Group, you get access to our more than 25 years of industry expertise along with simple, powerful technology solutions that save you money and safeguard your business – now and into the future.

Who We Are

We are an experienced service providers in the greater Washington, DC metropolitan area.

The Capital Group’s consultants always have your best interest in mind when creating business and personal financial solutions for your unique needs. We never give you “cookie cutter” recommendations – our experts take the time to understand your goals and present you with packages that help you protect your assets, grow your business and build your legacy.  When developing a program with you, The Capital Group will review related stress points, current plans, and future options to present an overall set of options and recommendations for you. We will cover multiple plan designs and markets to bring you risk management, investment, retirement, and benefits, programs that exceed your expectations.

Our goal is to retain a high level of client satisfaction so that you never feel the need to explore elsewhere. We strive to be the top employee benefit, risk management, and wealth advisors in the metropolitan D.C. area as measured by assets under management and recognition as an employer of choice. Contact us today to find out how The Capital Group can help you, protect assets, manage investments, and attract talent for your business.


Our Team

Our team succeeds in providing clients with results-oriented experiences that move business forward.

Meet Our Team
The Capital Group

Are You Ready To Get Started?

If you're ready to develop business and financial plans that crystallize your goals and develop your future, we would be pleased to provide you with a proposal and quote for our services.

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Services We Offer

Dynamic solutions to help businesses worry less and grow more.

Risk Management

We strive to understand your business and tailor the best risk-management solution to protect your company, your assets, & your employees.

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We provide the resources to manage your capital in the most efficient manner, while striving to maximize your most lucrative financial goals.

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We customize benefits packages to fit your needs, and act as an effective incentive to attract and maintain the best talent for your company.

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We diligently tailor your retirement plans to insure a more secure future for you, your employees, and your executives alike.

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HR Technology

Our HR management technology provides your company with the efficiency & ease of use to effectively manage your employee benefits.

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We provides compliance services to help companies avoid audit-related financial damages. Our team can handle all DOL audit requests.

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Get in Touch

We are here to assist you with all your risk management, investment, employee benefit, and HR technology needs.