Preserve 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 wealth and your business.
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. This approach includes personal retirement planning, risk management, family education funding, financial protection planning, and assisting the business owner with company-sponsored retirement and 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.