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.

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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.
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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.
We act as fiduciaries for our clients and we do not earn or accept commissions or payments from any source other than our clients. This level of independence sets us apart from brokerage houses & mutual fund companies by removing the conflicts of interest that exist when advisors earn commissions on the products they recommend to clients.

 

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Markets reflect the vast, complex network of information, expectations, and human behavior. These forces drive prices to fair value. This simple yet powerful view of market equilibrium has profound investment implications.

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.) 

 

 

We are a firm of expert, seasoned financial management professionals that have experience operating in a variety of market conditions. PWM’s clients benefit from our 30 years of experience managing money for some nation’s largest financial institutions, working for firms such as Legg Mason, SunTrust & Wachovia. In keeping with our investment philosophy, we operate as registered investment advisors, on a fiduciary, fee-only basis to remove conflicts of interest and help our clients benefit from strong, independent financial investment advice.

 

 

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...

Contact Potomac Wealth Management

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