Webb Financial Group (WFG) was established in 1981 as a wealth-management firm specializing in retirement, investment and estate planning. WFG works closely with each of our clients to develop investment solutions to meet the specific goals and needs of each individual client. WFG is equally owned and managed by Michael Bischoff and Gary Webb. Their biographies along with those of our investment staff members are available in WFG’s Form ADV 2B that accompanies this brochure. WFG’s advisory business specifically offers services that include Investment Advisory Services and Financial Planning, each of which are described below in greater detail. Investment Advisory Services WFG works with you to understand your unique financial history, goals and objectives. This occurs through conversation and dialogue about important financial questions that illuminate your investment understanding, as well as your concerns. By helping you articulate your individual objectives and your personal tolerance for risk, WFG can guide the development of an investment strategy that is right for you. WFG assists clients in allocating their assets among different investment types to facilitate reaching their objectives. To implement this approach, the Investment Advisor Representative may use mutual funds, exchange traded indexes, individual securities and/or other investment vehicles that are deemed appropriate. Clients may, at any time, impose reasonable investment restrictions. We ask that these would be provided to us in writing. For those clients to whom our firm provides investment

advisory services, account reviews are conducted on an ongoing basis by our Investment Advisor Representatives. All investment advisory service clients are requested to advise us of any changes in their investment objectives and/or financial situation. All clients (in person or via telephone) are encouraged to comprehensively review investment objectives and account performance with us on an annual basis. Financial Planning WFG also offers stand-alone financial, estate, tax, retirement and college planning for a fee. WFG’s advisory staff will gather extensive financial information and history from you and develop a written financial plan. Financial plans are based on a client’s financial situation at the time as well as financial information disclosed by the client to WFG. Clients are advised that certain assumptions may be made with respect to interest, inflation rates, past trends and performance of the market and economy. However, past market and investment performance is in no way an indication of future performance, and WFG cannot offer any guarantees or promises that a client’s financial goals and objectives will be met. Ultimate implementation of WFG’s financial planning recommendations is entirely at the client’s discretion. Further, it is the clients’ responsibility to monitor the plan and request revisions as desired. Assets Under Management As of March 1st, 2024, we had $315,997,000 in assets under management. $302,856,000 on a discretionary basis, and $13,141,000 on a non-discretionary basis.