Wealth Advisors Group

What Wealth Advisors Group does

Wealth Advisors Group LLC is a privately held wealth management firm headquartered in Rockville, Maryland, serving high net worth individuals and families through a comprehensive suite of integrated financial planning services. The firm's core offerings include portfolio management, retirement planning, risk management, estate strategy, life insurance, small business guidance, cash flow analysis, and charitable giving — all delivered as customized, concierge-level plans rather than standardized products. The practice employs approximately seven people, including financial advisors Mark A. Cecil, CFP®, Christopher Laughlin, and Managing Advisor Austin Cecil, supported by an Office Manager, Administrative Assistant, Marketing Communications Specialist, and Julie Georgelakos (Director of Finance for UWAG). Thomas Baker, CFA, joined as Director of Investments in July 2021 to oversee investment functions.

The firm operates with no proprietary technology platform; its web presence and educational resource center are powered by FMG Suite, while securities and investment advisory services are delivered through a registered arrangement with Ameritas Investment Company, LLC (FINRA/SIPC) and Ameritas Advisory Services. This platform configuration means the firm functions primarily as a relationship-driven advisory practice that leverages third-party brokerage, custodial, and content infrastructure rather than as a technology-driven wealth manager.

Wealth Advisors Group is a member of the United Wealth Advisors Group (UWAG) network, a strategic partnership of multiple advisory firms that provides collective expertise and shared resources. The go-to-market motion is consultative and referral-driven, targeting HNW households in Montgomery County, Maryland and other U.S. states where its representatives are registered. Pricing is not publicly disclosed and is structured on a quote-based, customized basis, consistent with an AUM-based or fee-for-service advisory model. No revenue, AUM, or client count figures are publicly available.

Name

Wealth Advisors Group

Legal name

Wealth Advisors Group LLC

Website

https://wealthadvisorsgroupllc.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Wealth Advisors Group LLC is a privately held Rockville, Maryland-based wealth management firm serving high net worth individuals and families with integrated financial planning, portfolio management, retirement, estate, insurance, and business succession services delivered through Ameritas-registered advisors and the UWAG network.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement income planning
• Estate planning strategy
• Investment portfolio management

Headquarters

HQ city

Rockville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning & Investment Advisory Services: Revenue is generated through financial planning and investment advisory fees, likely based on assets under management (AUM) or fee-for-service arrangements, facilitated through registration with Ameritas Investment Company, LLC (FINRA/SIPC member) and Ameritas Advisory Services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Wealth Advisors Group LLC delivers personalized wealth management and financial planning services to high net worth individuals, families, and business owners. Core offerings span portfolio management, retirement planning, risk management, estate strategy, life insurance, small business guidance, cash flow analysis, and charitable giving. Services are delivered via a structured three-step process (Assess, Strategize, Implement & Monitor) and executed through registration with Ameritas Investment Company LLC and Ameritas Advisory Services.

Product overview

Wealth Advisors Group, LLC is a premier Financial Services Firm offering a comprehensive suite of wealth management services. The core offerings include Portfolio Management, Retirement Planning, Risk Management, Estate Strategy, Life Insurance, Small Business Guidance, Cash Flow Analysis, and Charitable Giving — all delivered as integrated financial planning services. The firm operates as part of the United Wealth Advisors Group (UWAG) network, a strategic partnership of multiple advisory firms. Supporting these core services are educational resources including a Financial Glossary with over 200 terms, Tax Resources (forms, publications, calendar), and Financial Calculators. The firm is registered with Ameritas Investment Corp. for securities and investment advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Builds and monitors investment portfolios based on the client's risk tolerance, time horizon, and long-term objectives, with ongoing adjustments as life evolves. The approach is rooted in research and ongoing analysis.
• Retirement Planning Creates a roadmap for retirement that accounts for inflation, tax implications, and desired lifestyle, whether retirement is decades away or imminent.
• Risk Management Identifies potential vulnerabilities and builds layered strategies to address market fluctuations and unexpected life events.
• Estate Strategy Works alongside the client and their legal team to outline a plan for passing wealth to beneficiaries and causes, coordinating financial strategy with tax considerations.
• Life Insurance Evaluates the right type and amount of life insurance (term, whole, or universal life) based on income replacement, debt obligations, and long-term family needs.
• Small Business Guidance Helps business owners align personal and professional financial strategies, coordinating business succession planning, retirement contributions, tax strategies, and liability management.
• Cash Flow Analysis Analyzes income, expenses, and opportunities to identify patterns, eliminate inefficiencies, and redirect capital toward financial objectives.
• Charitable Giving Explores tax-smart approaches to charitable contributions including donor-advised funds, qualified charitable distributions, and gifting appreciated assets.
• Financial Planning and Investment Advisory Financial planning and investment advisory services offered through registration with Ameritas Investment Corp. (AIC), including custom-designed alternatives for various financial goals.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Ameritas Investment Company, LLC (AIC)coreTechnology or IntegrationAmeritas Investment Company, LLC is a FINRA/SIPC member broker-dealer through which Wealth Advisors Group's advisors offer securities and investment products. The firm leverages AIC's regulatory infrastructure and product platform for securities transactions.
• Ameritas Advisory Services, LLC (AAS)coreTechnology or IntegrationAmeritas Advisory Services provides the investment advisory services platform used by Wealth Advisors Group advisors for registered investment advisory (RIA) services offered to clients.
• United Wealth Advisors Group, LLC (UWAG)coreStrategic or Co-development PartnerUnited Wealth Advisors Group is a professional partnership network formed through the strategic alliance of multiple advisory firms. Wealth Advisors Group is a proud member of the UWAG network, contributing to and benefiting from collective expertise, shared resources, and a unified advisory perspective. Founded more than ten years ago, UWAG provides the organizational framework for collaborative problem-solving across member firms.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Carson Wealth: RIA and wealth management firm serving HNW individuals and business owners with comprehensive financial planning and investment advisory services, using a team-based model similar to Wealth Advisors Group.
• Mariner Wealth Advisors: Multi-family office and RIA serving HNW individuals and families with comprehensive financial planning, investment management, and tax services. Highly comparable team-based, concierge HNW advisory model.
• Creative Financial Group: Wealth management firm providing investment advisory, retirement, estate, and tax planning for HNW clients and business owners. Closely matches the firm's HNW, full-service advisory positioning.
• Buckingham Strategic Wealth: RIA providing evidence-based financial planning and investment management to HNW clients, with academic and research-driven orientation similar to Wealth Advisors Group's 'disciplined, research-driven approach'.
• Hightower Advisors: National RIA platform aggregating advisor teams that serve HNW clients with holistic wealth management. Comparable in offering a team-based, partnership-style HNW advisory proposition.
• Mercer Advisors: National RIA offering comprehensive wealth management, estate, tax, and investment services to HNW individuals and families. Comparable full-service HNW RIA model, though at much larger scale.
• Goldfinch Financial Group: Wealth management firm serving HNW individuals, families, and business owners with integrated financial planning, retirement, and estate services. Comparable small-to-mid HNW RIA profile.

Broad incumbents

• Edelman Financial Engines: Large national RIA serving HNW individuals with comprehensive financial planning and investment management. Comparable HNW RIA offerings, with overlapping wealth management, retirement, and estate capabilities at significantly larger scale.
• Creative Planning: Large, nationally recognized RIA providing wealth management, financial planning, and tax services to HNW and ultra-HNW clients. Comparable offerings, but at far greater scale and breadth.

Others

• Ameritas Investment Corp (broker-dealer/RIA platform): The broker-dealer and RIA platform through which Wealth Advisors Group offers securities and advisory services. A critical infrastructure partner rather than competitor — included to reflect the platform relationship embedded in the firm's operating model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Advisors Group