The Wellington Group of Companies is comprised of two firms: Wellington Financial Group, Inc. (a Third-Party Administrator, recordkeeper) and Wellington Consulting Services, Inc. (an SEC-Registered Investment Advisory Firm). The firms’ headquarters are located in Chantilly, Virginia. Chantilly is located approximated 15 miles west of Washington, DC. Wellington also maintain offices in Florida and Arizona.

Wellington Financial Group, Inc.

Wellington Financial Group, Inc. (WFG) was established to provide pension consultation and recordkeeping services for qualified retirement plans. Wellington’s goal is to save employers time & money by providing a turn-key retirement plan at a low price, while at the same time maintaining the plan’s compliance aspects, which in turn minimizes your ERISA liability risks as a plan sponsor.

Wellington’s staff includes members of the American Society of Pension Professionals and Actuaries (ASPPA). ASPPA is the preeminent association of pension plan professionals.

Wellington Consulting Services, Inc.

Wellington Consulting Services, Inc. (WCS) is an SEC-registered investment advisory firm. WCS specializes in providing investment advice relating to retirement accounts. Our team, including Registered Investment Adviser Representatives is ready and able to assist you and your employees with investment decisions regarding their retirement accounts.

One of WCS’s most unique offerings is Wellington’s Managed Models — Investment portfolios that are managed by professionals, adjusted for market conditions and automatically rebalanced. Most plan participants want investment options that are easy to understand, and low maintenance; these are just a couple of the concerns that Wellington’s models alleviate. Wellington’s Managed Models truly separate us from the competition by making selecting a portfolio of mutual funds easy for participants.

Wellington Consulting Services, Inc. acts as a fiduciary to your retirement plan. Wellington receives no commission nor “revenue sharing” payments from the plan’s investment providers, thus eliminating the conflicts of interest that plague most brokerage firms.

We can be reached at the following phone numbers and address:

Main Office:
(703) 802-2300
Fax Number:
(703) 802-2317
Toll Free:
(800) 203-2670
Email Address:
Mailing Address:
14325 Willard Road, Suite 104
Chantilly, VA 20151