Financial Planning Northern Virginia
Harness the Power of Independence
Wealth Management & Financial Planning Services
We are fee-only independent registered investment advisors (RIA) 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, executing and managing financial plans tailored to our clients’ financial goals and tolerance for risk.
Planning
We are experts in creating sound financial, retirement and investment management plans. We serve as fiduciaries on a fee-only basis for all of our clients.Implementation
Working closely with clients during the planning phase, our registered investment advisors then cost-effectively implement a personally tailored financial management plan.Ongoing Management
Ongoing portfolio management ensures that client portfolios are updated and continue to reflect their financial goals. Our robust, tailored reporting provides consistent visibility.
Markets throughout the world have a history of rewarding investors for the capital they supply. Companies compete with each other for investment capital, and millions of investors compete with each other to find the most attractive returns. This competition quickly drives prices to fair value, ensuring that no investor can expect greater returns without bearing greater risk.
Traditional managers strive to beat the market by taking advantage of pricing “mistakes” and attempting to predict the future. Too often, this proves costly and futile. Predictions go awry and managers miss the strong returns that markets provide by holding the wrong securities at the wrong time. Meanwhile, capital economies thrive–not because markets fail but because they succeed. (for an example of this, view the video “The Power of Markets” at the right.)
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...Contact Potomac Wealth Management
737 Walker Road, Suite 1B
Great Falls, VA 22066
info@potomacwealthmanagementllc.com
Contact Us
Great Falls, Virginia 22066
202-236-9667
info@potomacwealthmanagementllc.com