Protect and Grow
Your Business and
Family Wealth

We unite insurance and wealth management into one plan so you have peace of mind about your personal finances and your business

As Featured In

Our Process

At Potomac Financial Services, our goal is to help business owners protect and grow their business and family wealth. Since 1985, we have been overseeing our clients’ insurance and financial affairs, from commercial to personal, so they can focus on what’s important to them: Running their business.

We help our clients select the best investment management approach for their private wealth with the least amount of risk. We focus on capital preservation and growth consistent with financial plans. This approach includes personal retirement planning, risk management, family education funding, financial protection planning and assisting the business owner with company-sponsored retirement ang group-health plans. We unite insurance and financial planning so our clients know their business and personal wealth are taken care of in one place.

Financial Planning

Create the future you want for your business and your family. We are committed to capital preservation and growth consistent with your financial plan.

Risk-Managed Investing

We have a proven, risk-managed investment program. Conservative, wealth preserving strategies guided by decades of research.

Protection Planning

From business continuity planning to safeguarding your family’s wealth, rest easy knowing your business and your family are protected.

Business Executive Advice

We provide commercial insurance reviews, company-sponsored retirement plans, tax-advantaged strategies, and business reviews. We are here to serve your specific needs as a business owner.

Total Wealth Management

We look at every aspect of the life of our clients want for themselves. Our planning services include fact-based outcomes, data-based decision making and risk-managed investment portfolios that focus on capital preservation and growth consistent with financial plans.

Personal Wealth Management

We take care of your personal financial goals, so you can be confident the future you want for you and your family is planned and protected.

Business Wealth Management

Building a business was a difficult challenge but you conquered it. Let us help you take on the challenge of properly protecting your business and its future financial health and growth.

As a business owner looking for a financial advisor in Alexandria or the Metro D.C. area, you have many to choose from. How do you know who is the best choice for you? Not every financial advisor will have the level of sophistication and expertise you require. Many financial advisors do not specialize in helping business owners and executives and don’t understand your pressures or the need to focus on finding synergies and tax savings.

In an ideal world, find a firm that specializes in working with business owners. It’s also important to find a firm with decades of experience, so they have proven their ability to help clients navigate different market cycles.

Company Insights

Subscribe to Our Blog

Lorem ipsum is placeholder text commonly used in the graphic, print, and publishing industries for previewing layouts and visual mockups.