Knowledge and experience to help
you find your freedom.
You’ve worked hard for your success and should expect the same from your financial partner. The foundation of our client commitment lies in taking personal accountability, gaining unequivocal trust and providing passionate care and confidence that Potomac Financial Group will be by your side, for whatever life brings your way. It’s a care philosophy that’s embedded in our culture and tradition and drives our customer promise and brand values. Helping you navigate through life’s challenges and being a partner in the journey is the PFG promise.
As a first step in introducing ourselves, we’ve included information here about our team. If you would like to learn more, we invite you to contact us so we can help you find your freedom.
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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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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