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

Failures of Active Management

Most traditional investment providers offer actively managed investment products as the solution to their clients’ needs. This means picking individual stocks and timing the market with the goal of beating an index or benchmark. Failures of Active Management – Kurt Laubinger from GuideVine on Vimeo. This has helped Wall Street firms earn higher fees in their sales force. There’s typically incentive to offer active strategies because of the high commissions they earn as a reward for selling them. Let’s take a look at the facts. Here’s a chart depicting the performance of active equity managers over a given time frame. You can see it doesn’t matter whether it’s large cap, small cap, or international. Most of these active managers fail to outperform their benchmark. The statistics are compelling. The idea that superior intellect or better stock-picking prowess offers better returns does not play out in real life. Even more compelling is the fixed income slide. Again, with many different asset categories covered here, most of these active managers failed to beat their benchmark. These results change from year to year, but the theme is the same. Each year, 60 to 70 percent of active managers fail to beat their benchmark. The ones that do are not the same ones from year to year, and trying to figure out who will outperform next year is even more difficult. If investors can perform in the top 30 to 40 percent of managers on a regular basis by owning the benchmark instead of trying to beat it, they will find themselves floating closer and closer to the top of performance...

Get in Touch with Potomac Wealth Management, LLC

Phone:202-236-9667
737 Walker Road, Suite 1B
Great Falls, VA 22066
info@potomacwealthmanagementllc.com

Contact Us

Potomac Wealth Management, LLC

737 Walker Road, Suite 1B
Great Falls, Virginia 22066
202-236-9667
info@potomacwealthmanagementllc.com