Welcome to Potomac Wealth Management LLC
We are an independent fee-only, registered investment advisory firm serving the financial management needs of individuals and businesses nationwide. Acting as fiduciaries, we operate entirely in our clients’ best interests. We are experts at designing, managing and deploying financial and retirement plans tailored to our clients financial goals and tolerance for risk. It is our independent structure that removes the conflicts of interest that often exist when banks, brokerage houses and mutual find companies act as financial advisors.
Personal Wealth Management
Our steady-as-she-goes philosophy of creating enduring, low cost and well-balanced portfolios across a variety of asset classes helps our clients stay the course in the market.Learn More
Business Retirement Plans
We create and manage retirement plans benefiting both entities and employees. We can act as §3(38) fiduciaries, and specialize in passively managed funds to lower administration costs.Learn More
FAQs
Learn more about PWM by exploring our frequently asked questions. We also encourage potential clients to contact us to start the process of working together to achieve your investing goals.Learn More
Contact Us
Potomac Wealth Management, LLC
737 Walker Road, Suite 1B
Great Falls, Virginia 22066
202-236-9667
info@potomacwealthmanagementllc.com
Great Falls, Virginia 22066
202-236-9667
info@potomacwealthmanagementllc.com
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