Climb Your Mountain

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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How much risk do you want?

We’ll take a quantitative approach to pinpointing your Risk Number® by going through a series of objective exercises based on actual dollar amounts.

How much risk do you have?

If you’ve already got an investment portfolio, we can quickly import it and see if your Risk Number® aligns with your current amount of Risk.

How much should you have?

Your investment account is a means to an end - you save and invest with a goal in mind. We’ll use all these factors to build an optimized portfolio that fits your risk tolerance and goals, giving you the best chance for success.

How much risk do you need?

We can chart a path to your goals using a simple, intuitive approach. We’ll visualize the probability of a successful retirement and adjust in real-time.

Our Promise to You

You can expect a transparent process and ongoing communication from the beginning. After opening your account and investing funds, we establish periodic and consistent review meetings over the long term to ensure that your portfolio is fully aligned with your stated goals. We make ourselves available as a resource for any financial questions or concerns you may have.

Does this describe your current situation?

You haven’t heard from your current adviser
You don’t feel valued – you’re just an account
You see no apparent strategy or rationale for the positions you own
You keep getting pitched for products you don’t need
You feel like you’re not getting value for the fees you’re paying
You’ve been managing your money on your own, but feel it may be time to delegate

The value in working with Potomac Advisory Group:

We’re fiduciaries – you’ll work with a dedicated team of professionals
No hidden fees and no sales tactics
We’ll help you avoid the mistakes that many investors make
We optimize for tax efficiency
You’ll understand what’s in your portfolio and why
Easy communication via phone, email, and text
We’ll respond promptly to any inquiry
An annual service calendar you can see and count on

Investment Management