Welcome to Wellington Financial Group, Inc.

Wellington Financial Group, Inc., is a provider of pension administration services that include the design, setup and recordkeeping for qualified retirement plans in connection with Charles Schwab & Co., Inc. Our Mission is to provide you with the ultimate in customer service. Whether you are an individual with a Self-Directed 401(k), or a small business looking to start or move an existing 401(k) plan. Wellington Financial Group, Inc., is committed to providing you with the answers, the time, and the consideration that you deserve.

Over the last 20 years, our staff has become well-experienced in pension plan design and recordkeeping. The firm is highly qualified with its combination of both Qualified Pension Administrators (QKA) and Certified Financial Planners (CFP).

Wellington makes it easy for a business of any size to implement a successful corporate 401k retirement plan. Now you can get the same easy-to-use, low-cost 401k retirement plan that has made Wellington the choice for an increasing number of savvy small businesses.

Take a Video Tour!

Take a video tour of the many features our 401k plans offer by clicking the link below.
Video Tour

Learn More

Establishing and maintaining a retirement plan should be simple and easy for plan sponsors; an all-in-one service including recordkeeping, investments, and employee assistance & education.

Click Tour

Request a Proposal

After taking the tour, if you are interested in a full proposal, click the link below to request one.

Proposal