Achieving your
vision is our passion.
About Us
Every great partnership is built upon honesty and integrity. The foundation of our commitment lies in taking personal accountability and gaining unequivocal trust with our clients. We understand that planning for the future can be complex and stressful. Whether advising on everyday spending, retirement planning, investments, insurance, college savings or any other financial need, we’re committed to providing you the confidence and knowledge needed to be prepared for life’s uncertainties.
At Potomac Financial Group (PFG), we are passionate about providing personalized care and the confidence that comes with knowing that we’ll be by your side through life’s twists and turns. It’s a care philosophy that’s deeply embedded in our culture and tradition that drives our client promise and brand values. When Larry Grabenstein founded PFG in 1973, he found success helping clients through a distinctly personal approach to planning. Today, Larry’s legacy remains an integral part of our DNA and we proudly carry that tradition forward through our personalized approach to all our clients, many of which originated with Larry and continue to place their trust in us.
Our Mission
To provide our clients and families with a high level of care and personalized solutions to help them achieve financial freedom and confidence.
Our Values
Our values drive our culture and the manner by which we work with our clients, colleagues and community members. They bring out the best of our people and serve as the foundation of our mission and client promise.
Partnership/Teamwork
Client-Centricity
Dependability
Integrity
Knowledge
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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