At Potomac Wealth Advisors, LLC we help our clients strive towards achieving the financial life they deserve. By integrating financial planning with asset management and wealth preservation, we create the foundation for a successful future. Being independent allows us the flexibility to access a variety of the world's leading money managers and structure portfolios from the client's perspective.
- Listen carefully to better understand your situation.
- Summarize the key areas impacting your financial success.
- Gain agreement on next steps.
- Objectively research available strategies.
- Recommend only what is in your best interest.
- Implement what we agree upon.
- Communicate and adjust strategies when appropriate.
Successful client relationships are based on the principle of open communication, and we pride ourselves on how we listen to our clients. We believe a better mutual understanding leads to better client service and higher client satisfaction. If you have any questions about your financial situation or wish to schedule an appointment, send us an email or call 301.279.2221.