202-236-9667 [email protected]

Potomac Wealth Management LLC

Harness the Power of Independence

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Wealth Management & Financial Planning

Serving the Wealth Management Needs of Individuals Nationwide

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Retirement Plan Management & Fiduciary Services

Low Cost Fiduciary Friendly Retirement Plans for Business

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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.
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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.
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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.
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Contact Us

Potomac Wealth Management, LLC

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