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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

Preserving and
growing your wealth.

Investment Management

In today’s complex market, even sophisticated investors are challenged to stay current, monitor their investments and respond to rapidly changing conditions. We offer a complete and comprehensive range of asset management services designed to free you from the need to constantly monitor your portfolio so you can focus on the things that matter most in your life.

We understand that it’s about getting results and going above and beyond for our clients. When there’s a challenge, we rally together to provide solutions from our years of experience. At Potomac Financial Group, you can count on us for:

  • Solutions to achieve account goals and plan for future cash needs
  • Monitor your portfolio and consistently adjust your allocations
  • Professionally prepare your portfolio for market fluctuations
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wike Financial, LLC. Potomac Financial Group and Wike Financial, LLC are not registered broker/dealers, and are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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