• Long-term Perspective.

    Protecting Your Legacy.

  • Independent Advice.

    To Achieve Your Dreams.

  • Real World Planning.

    Focused On Your Goals.

  • INVESTMENT CHOICES.

    Aligned With Your Values.

  • AN EXPERIENCED TEAM.

    Dedicated to Your Success.

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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.

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®, Founding Partner

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.

© 2022 Potomac Financial Private Client Group, LLC. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NY, OR, PA, RI, SC, TX, UT, VA, WA, WV, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.