In 2005, Michael Kalas founded Potomac Financial Private Client Group with a few simple but powerful ideas that continue to drive our practice every day.
You deserve independent advice
You and your advisor need time to get to know one another – financial planning is a long-term proposition.
You deserve great service from people who know you, not an 800 number
Time-tested strategies and proper financial planning with your goals in mind.
He gathered a team of like-minded, independent advisors who love their work. We are friendly. We are good listeners. We work with nice people who appreciate our work. If that sounds good, please make an appointment and let us get to know you.
We look forward to helping you take control of your financial future.