202-236-9667 [email protected]

About Potomac Wealth Management, LLC

Harness the Power of Independence

Independent Fee-Only

As an independent, fee-only financial advisory firm, we do not receive commissions and provide wealth management services free from conflicts of interest.

Retirement Plans

We design cost effective retirement plans, provide participants with investment guidance and act as plan fiduciaries under §3(21) or §3(38).
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Experienced DFA Advisor

With 30 years of experience in advising individuals and organizations, PWM is a Dimensional Funds-approved financial advisor, specializing passively managed index fund investments.

More About Potomac Wealth Management, LLC

Potomac Wealth Management, LLC, located in Great Falls, Virginia, is a fee-only registered investment advisory (RIA) firm serving the financial management needs of high-wealth individuals and businesses throughout the United States. Acting as fiduciaries, we operate with no conflicts of interest, allowing us to design, manage and execute financial plans tailored to our clients’ goals and tolerance for risk.

Services

  • Financial Planning Services
  • Portfolio Management for Individuals
  • Portfolio Management for Businesses and Institutional Clients
  • Pension Consulting Services
  • Educational Seminars and Workshops

We invite you to contact us to learn more about our services and discuss the options available to help you to reach your investment goals.


Kurt E. Laubinger

Kurt E. Laubinger

President and Founder

The Principal Officer and Founder of Potomac Wealth Management, LLC is Kurt E. Laubinger, who has been a professional investor since 1983 and has been assisting high net-worth individuals and institutional clients with the design, implementation and management of their financial assets for over thirty years. He holds a BS degree in Business Administration from Old Dominion University and has received post graduate training in personal trust, estate planning and employee benefits from the Cannon Trust School in Athens, Georgia. Kurt has been a speaker at National Conferences on topics related to investments and retirement planning and is cited from time to time in national industry publications. He has written extensively on retirement planning and is published in newsletters and on the world-wide web.

Get in Touch

If you are curious about whether our services are a good fit for you, please contact us to schedule a free consultation.

737 Walker Road Suite 1B
Great Falls, Virginia 22066
Phone: 202.236.9667
Business Hours: 9am–5pm M-F

Recent Posts

How much income do you need in retirement?

Watch Marlena Lee, PHD, Vice President of Dimensional Fund Advisors discuss how much income you need in retirement. Potomac Wealth Management is a Dimensional Funds-approved financial advisor, specializing passively managed index fund investments. If you are interested in working with PWM and making the most of your retirement we invite you to contact...

The Power of Markets

At Potomac Wealth Management we’re different than many other wealth management firms. This video from Dimensional Fund Advisors spells out our market philosophy and how we can put the power of the markets to work for you. If you are interested in diving deeper on active vs passive investing I highly recommend Rex Sinquefield piece, Active vs Passive Management, penned in 1995 it still stands of the test of...

Get in Touch with Potomac Wealth Management, LLC

Phone:202-236-9667
737 Walker Road, Suite 1B
Great Falls, VA 22066
[email protected]

Contact Us

Potomac Wealth Management, LLC

737 Walker Road, Suite 1B
Great Falls, Virginia 22066
202-236-9667
[email protected]