Washington United

What Washington United does

Washington United LLC is a privately held financial advisory and insurance planning firm founded in 2013 and headquartered in Orlando, Florida. The firm serves business owners, founders, and small-to-medium businesses in Florida, offering an integrated suite of ten advisory services that combine business consulting with insurance and strategic planning solutions. Core service areas include business succession planning, business owner retirement planning, business risk management, executive benefits planning, buy-sell agreement funding, estate planning for business owners, key person insurance planning, commercial insurance planning, disability insurance planning, and life insurance planning. The firm's stated positioning is that it addresses risk, continuity, succession, retirement, and legacy planning in one coordinated process rather than the siloed solutions offered by single-discipline advisors.

The business model is consultative and relationship-driven rather than product-first. Services are delivered through personalized face-to-face meetings at the Orlando headquarters, supported by phone (407-462-4383), email ([email protected]), and service-specific website inquiry forms, with remote client engagement available via phone and video. Pricing is quote-based and set through initial consultation; no fee schedules are published. Revenue is generated through professional advisory fees for business succession, retirement, risk management, and estate planning coordination, alongside likely commission-based revenue from insurance product placements across life, disability, commercial, key person, and executive benefit lines.

Go-to-market relies on content marketing (an educational blog) and organic social media presence on LinkedIn, Facebook, and Instagram as top-of-funnel channels, with website inquiry forms and direct phone outreach as bottom-of-funnel conversion. Distribution is exclusively direct advisory — there are no resellers, distributors, marketplace channels, or proprietary technology platforms. Differentiation rests on the integrated cross-discipline advisory methodology rather than scale, technology, or proprietary data assets. The firm operates as a single-office, single-state (Florida) practice, with no disclosed funding history, ownership changes, or expansion beyond its home market.

Name

Washington United

Legal name

Washington United LLC

Website

https://wdcunited.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Washington United LLC is a privately held Orlando-based financial advisory and insurance planning firm serving Florida business owners. It delivers integrated succession, retirement, risk management, and insurance advisory services through consultative, relationship-driven engagements from its single Orlando office.

Ownership category

akta.pro rank

Product category

Financial Advisory and Insurance Planning Services

NAICS

Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Life Insurance (6311), Investment Advice (6282)

akta.pro primary industry

Disability Buy-Sell / Business Continuation Insurance (FSAIAIAL)

akta.pro secondary industry

Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Financial advisory services
• Business succession planning
• Insurance planning services
• Risk management consulting
• Estate planning advisory

Headquarters

HQ city

Fairfax

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Financial Advisory and Planning Services: Revenue generated through professional advisory fees for business succession planning, retirement planning, risk management consulting, and estate planning coordination services. The firm also provides insurance planning services (life, disability, commercial, key person, executive benefits) which likely generate commission-based revenue from insurance product placements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Washington United provides personalized financial advisory and insurance planning services to business owners and their families. The firm delivers ten integrated advisory offerings spanning business succession planning, retirement planning, risk management, executive benefits, buy-sell agreement funding, estate planning, key person insurance, commercial insurance, disability insurance, and life insurance planning. Services are delivered through consultative engagements rather than transactional product sales, with revenue generated through advisory fees and insurance product commissions.

Product overview

Washington United offers a suite of ten integrated financial planning and insurance advisory services for business owners. The portfolio centers on business succession planning, business owner retirement planning, and business risk management as core offerings. These are complemented by insurance-focused services including life insurance planning, disability insurance planning, key person insurance planning, commercial insurance planning, executive benefits planning, buy-sell agreement funding, and estate planning for business owners. The company combines business consulting with insurance and strategic planning solutions to address risk, continuity, succession, retirement, and legacy planning in a coordinated process. Services are consultative and educational, focused on strategy and risk exposure rather than product-first recommendations.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Succession Planning Advisory service helping business owners create practical succession strategies to protect the company, preserve family wealth, and prepare the next generation of leadership, including succession readiness review, ownership transfer strategy, buy-sell funding review, and family transition planning.
• Business Owner Retirement Planning

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Direct peers

• MassMutual: MassMutual offers a full suite of life insurance, disability, retirement, and business planning solutions for business owners, with a similarly integrated advisory approach. Comparable in targeting buy-sell funding, executive benefits, and succession planning for closely-held businesses.
• Ameriprise Financial: Ameriprise provides holistic financial planning and insurance solutions for business owners and individuals through a large advisor network. Comparable integrated approach combining investment advisory, retirement planning, and insurance.
• Lincoln Financial Group: Lincoln Financial specializes in life insurance, retirement, and executive benefits, with strong expertise in business continuation planning and key person insurance. Closely aligned with Washington United's executive benefits and succession offerings.
• Northwestern Mutual: Northwestern Mutual provides life, disability, and long-term care insurance alongside comprehensive financial planning for business owners and individuals. Comparable consultative, relationship-driven model targeting succession and retirement planning.
• Guardian Life: Guardian Life offers life, disability, and dental insurance plus retirement and investment solutions for business owners and employees. Comparable in targeting executive benefits, key person coverage, and owner-focused financial planning.
• Securian Financial: Securian Financial provides life insurance, retirement, and investment products with a focus on business-owner planning and succession strategies. Comparable product set and target customer segment.
• Penn Mutual: Penn Mutual is a mutual life insurer with a strong focus on business succession, buy-sell funding, and key person insurance planning for business owners — directly comparable to Washington United's core service lines. Both firms emphasize the intersection of life insurance and business continuity planning.
• New York Life: New York Life is a mutual insurer with deep expertise in life insurance, retirement income, and business planning, including buy-sell agreement funding and executive benefits — directly overlapping with Washington United's product set.

Broad incumbents

• Principal Financial: Principal offers a broad portfolio of retirement, investment, and insurance solutions for businesses and individuals. Overlaps with Washington United on business retirement and executive benefits but operates at much larger scale.
• Nationwide: Nationwide offers commercial insurance, retirement plans, and financial services for businesses. Overlaps on commercial insurance planning and business retirement solutions, but at significantly larger scale and broader scope.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/wdcunitedllc
• LinkedInlinkedin.com/company/washington-united-llc
• Instagraminstagram.com/washingtonunitedllc
• Xx.com/wdcunited

Revenue estimate

Valuation estimate

Number of profiles

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 Washington United