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
- In our advisory relationship, monitor your plan’s progress on an ongoing basis
- Professionally prepare your portfolio for market fluctuations
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.
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.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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