• Welcome to Potomac Wealth Advisors, LLC

    Let's Have a Conversation About Your Future

    We recognize the important trust our clients place in us when they are dealing with a major life event such as a divorce, death in the family, or career transition. Our experience allows us to help you manage these dramatic life transitions. As an independent firm our top priority is making sure you receive the best advice for your unique situation, and we strive to explain your financial options in easy to understand terms. Our process begins with a conversation about what is important to you and your future. Give us a call so we can get to know you and your hopes and goals.

    Our Capabilities

    We are a nationally recognized, fully-independent firm that helps our clients navigate the challenges created by their success. We know that your money is the most important money in the world, and we act in your best interest at all times. We help protect your capital with thorough research and analysis of a wide range of investment solutions, and we deliver all this while providing attentive, personalized service.

    Recognized by

    * Washington Post as a Greater Washington DC Region Five Star Wealth Manager 2015

    * The Financial Times as one of the country's Top Retirement Plan Advisors 2015

    * Washington Business Journal as one of Washington's Premier Wealth Advisors 2011, 2012, 2013, 2014

    Click here to see our Firm Awards Page