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

You have goals and dreams. Immediate
goals and long term aspirations of financial
independence and well-being. And along your journey, life happens. We provide personal solutions tailored to whatever life
brings your way.

You have goals and dreams. Immediate
goals and long term aspirations of financial
independence and well-being. And along your
journey, life happens. We provide personal
solutions tailored to whatever life
brings your way. Learn more

You have goals and dreams. Immediate goals and long term aspirations of financial
independence and well-being. And along your journey, life happens. We provide personal solutions tailored to whatever life brings your way.

That’s why we’re here.
That’s why we’re here.
Services for Every
Step of Your Journey
Services for Every
Step of Your Journey

Through our broad suite of services including
retirement planning, estate planning, education
planning, insurance planning, investment
management and small business planning, we’ll
provide a comprehensive financial plan that
distinctly fits your needs. Learn more

Through our broad suite of services including retirement planning, estate planning, education planning, insurance planning, investment management and small business planning, we’llprovide a comprehensive financial plan that
distinctly fits your needs. Learn more

Your partner for life.
Your partner for life.
A Planning Process
as Personal as You

Our new, comprehensive wealth management
planning process is built to help ensure that
no stone is left unturned when it comes to
your financial well-being. It’s the foundation
of our promise to make the best decisions that
we can with one goal in mind – to help you
find your financial freedom. Learn more

Our comprehensive financial planning process is designed to ensure that every aspect of your financial life is assessed, optimized and refined to meet your goals. Our years of expertise will set you on a course to live the life you have always dreamed of. Learn more. Learn more

Helping to achieve what
too often seems impossible.
Helping to achieve what
too often seems impossible.
Understanding and Managing
Your Risk Is Our Highest Priority
Services for Every
Step of Your Journey

We’ve partnered with Riskalyze©, a third-party software
tool, to provide a quantitative evaluation of factors
including how much risk you want, how much you have
and how much is needed to achieve your goals.
The results allow us to align on your individual risk
tolerance resulting in more productive discussions
and greater investment success. Learn more

Through our broad suite of services including retirement planning, estate planning, education planning, insurance planning, investment management and small business planning, we’llprovide a comprehensive financial plan that
distinctly fits your needs. Learn more

Your partner for life.
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Our client care philosophy is the cornerstone of everything we do. Managing the needs of today, while planning for a secure tomorrow, can be overwhelming. As part our care philosophy, we help eliminate the stress of managing your financial life by using Freedom7, our comprehensive 7-step financial planning process.

Learn more about our Freedom7 process. >

About Us

Achieving your vision
is our passion.
Read More >

Services

Tailored services
every step of the way.
Read More >

News

Passionately committed
to keeping you informed.
Read More >

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.

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