Welcome to Potomac Financial Private Client Group, LLC.

Since 2005, we have empowered our clients to reach their financial goals and make better financial decisions.

Happy Thanksgiving! In celebration of the holiday, we will be closing from 1 pm on Wednesday, November 22nd through Friday the 24th.

Client Focus

We believe our clients deserve to be the center of our universe. You work hard for your money. Your money and your advisors should work hard for you.
How We Do It

Our Commitment

We will strive every day to be the best financial firm you’ve ever worked with, the one you want to tell your family and friends about. We will give objective, independent advice focused only on your best interest.
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Experienced Professionals

We’ve assembled a caring team of professionals dedicated to life-long learning and personal service. Good people serving good people – it’s simple.
Meet Our Team

“We’ve built a deep bench of talented professionals who can give people what they need most from their advisor: Time—the time to really understand their goals and dreams and the time to build a solid, realistic plan to achieve them” – Mike Kalas, CFP®, AIF®, Founder and CEO

Explore

Articles
Lots of great food for thought on a wide range of financial topics.

Market Updates
Get some perspective on current market conditions with Commonwealth’s Chief Investment Officer, Brad McMillan, CFA®,CAIA, MAI, AIF®.

Webinars
Spend a lunch hour with us wherever you are — new topics monthly and archived webinars.

Our Advisors
Get to know our dedicated team of independent advisors.

 
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. Privacy Policy.