WELCOME to Potomac Financial Advisors, LLC
| You have worked hard to achieve your financial success. If you are looking forward to retirement, you may be unsure whether you are saving enough to reach your goals. You need a trusted advisor to develop a financial plan for you and your family and recommend an investment and savings strategy that will protect your assets while allowing your wealth to grow. If you are retired, you may be reaching a point in your life where you want some assistance managing your finances personal business matters to give you greater piece of mind. Potomac Financial Advisors provides you the personalized service, expert financial advice to achieve your financial goals and a superior quality of life. Our wealth management services include financial planning, investment management, retirement planning, tax consulting, estate planning, and elder care.
- Potomac Financial Advisors, LLC is a registered investment advisor. Our firm is comprised of Certified Public Accountants, Registered Investment Advisors, Certified Financial Planners, and MBAs.
- Our advice is independent and unbiased. We do not receive commissions from recommending or selling any investment or savings products, or any other compensation which could affect our investment decisions and objectivity.
- We observe strict privacy and confidentiality standards at all times.
- A low client-to-advisor ratio assures ease of contact and personalized service.
- Your assets are held and safeguarded in a custodial account at Fidelity Investments, Charles Schwab, Vanguard, or a similar firm which we will help you select.