Retirement Plan Management & Fiduciary Support

Harness the Power of Independence

Low Cost Fiduciary Friendly Retirement Plans for Business

Potomac Wealth Management is a fee-only independent registered investment advisory (RIA) firm, with extensive experience in the design, management and deployment of low cost, fiduciary-friendly retirement plans for businesses and not-for-profit organizations. Potomac Wealth Management, LLC serves as a fiduciary to both individual clients as well as the company retirement plans we manage.

Plan Creation & Administration

We are experts in creating and administering low cost, fiduciary-friendly 401(k) and 403(b) retirement plans for business and non-profit entities.

Employee Education

Employee education increases plan participation and company sponsored retirement plans are one of the most sought-after employee benefits.

Reporting & Administration

Robust reporting ensures that owners and employees are updated on plan performance and are informed of changes and new opportunities.

Potomac Wealth Management, LLC works with a wide variety of business types and with non-profit organizations to devise, direct and manage low cost qualified defined contribution plans. We provide complete plan management and reporting, employee education to increase plan participation, and act in a fiduciary capacity representing your organization’s best interests without conflicts of interest.


We are independent and act as your fiduciary, Potomac Wealth Management, LLC must act in the best interests of its clients. This means the only incentive we have to recommend one investment over another is its merit as an investment, not the need to generate a commission.  We are completely free to create low cost plans tailored to the needs of the client.



Most pre-packaged or “bundled” retirement programs offered by banks, mutual fund, and insurance companies are marketed in a way that makes them appear as an inexpensive alternative for employers who want to offer a retirement benefit to their employees. The reality however, is usually quite different as fees and other expenses embedded in those products often make them quite expensive. Besides being expensive, these organizations usually will not act as a fiduciary because, regardless of what they say or how nice they may be, the commission-based provider operates with a built in conflict of interest.


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...

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

Contact Us

Potomac Wealth Management, LLC

737 Walker Road, Suite 1B
Great Falls, Virginia 22066