As an independent, fee-only financial advisory firm, we do not receive commissions and provide wealth management services free from conflicts of interest.
We design cost effective retirement plans, provide participants with investment guidance and act as plan fiduciaries under §3(21) or §3(38).
Potomac Wealth Management, LLC, based in Great Falls, Virginia, is a fee-only registered investment advisory firm serving high-net-worth individuals, families, and businesses across the United States. As fiduciaries, we provide objective, conflict-free advice and build customized financial strategies aligned with each client's goals, resources, and tolerance for risk. Our independent structure allows us to focus solely on what matters most—helping our clients make informed decisions and achieve long-term financial clarity and confidence.
We invite you to connect with us to learn more about how we can support your financial goals and help you build a secure and successful future.
Decades of experience serving high net-worth clients
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.
Chief Investment Officer
Before joining Potomac Wealth Management LLC, Miles spent seven years at Dimensional Fund Advisors, most recently serving as an Investment Strategist in their London office. In this role, he supported some of Dimensional's largest global clients with portfolio construction and assessing changes to their asset allocations. Prior to his time at Dimensional, Miles was a Small Business Retirement Plan Consultant at Vanguard.
Miles holds a Bachelor's degree from the University of South Carolina, where he majored in Finance and Risk Management/Insurance and competed in track and field. He also earned a Master's in Public Administration from the London School of Economics, graduating with distinction. He is a CFA Charterholder.