vision is our passion.
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.
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 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.
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.
Please visit https://www.raymondjames.com/legal-disclosures for Additional Risk and Disclosure Information.