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The I Street Group

OUR MISSION STATEMENT

We are committed to providing advice and solutions at the highest level by delivering all of the resources of the firm to help our private and institutional clients achieve their unique goals

Our Story and Services

Our Story

Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them.  We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Asset Management
  • Philanthropic Services
  • Retirement Planning
  • Estate Planning Strategies
  • Corporate Cash Management


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Awards

Awards

  • Brett Anthony
    Ranked in Best in State Wealth Advisors by Forbes (2018)
    Ranked as one of Washington D.C.'s Top Financial Advisors by Washingtonian Magazine (2016-2018)
    Ranked in Top 1,000 Advisors in the U.S. by Barron's Magazine (2008-2017);
    Ranked in Top 10 Advisors in Washington, D.C. by Barron's Magazine (2008-2017)
    Ranked in Top 5 Financial Advisors in Washington, D.C. by Barron's Magazine (2016)
    Ranked in Top 400 Advisors by Financial Times (2015)
    Ranked Top Financial Experts in Washingtonian Magazine (2014)
  • H.L. 'Trip' McLaughlin III
    Ranked as one of Washington D.C.'s Top Financial Advisors by Washingtonian Magazine (2016-2018)
    America's Top 1,000 Financial Advisors by Barron's Magazine (2008-2017)
    Top 20 Financial Advisors in Washington, D.C. by Barron's Magazine (2008-2017)
    Ranked America's Top 1,200 Financial Advisors by Barron's Magazine (2016-2017)
    Washington D.C.'s Best Financial Advisors: Bank Wealth Advisors by Washingtonian Magazine (2014-2017)
    Top 100 Wirehouse Advisors in the U.S. (2009)
  • Matthew Offen
    Ranked as Top 40 Advisors Under 40 by On Wall Street (2017, 2018)
    Ranked as Washington D.C's Top Financial Advisors by Washingtonian Magazine (2017, 2018)
    Top 40 under 40 Wirehouse Advisors by Registered Rep Magazine (2013-2017)
    Top Financial Experts by Washingtonian Magazine (2014)

Meet The I Street Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The I Street Group today.

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