Potomac Wealth Management LLC is an independent fee-only registered investment advisory firm that specializes in providing wealth management and financial planning services to individuals and businesses nationwide. With a focus on acting as fiduciaries, they design and manage customized financial and retirement plans tailored to their clients' goals and risk tolerance, while removing conflicts of interest often found with traditional financial advisors.
With a steady and balanced approach to portfolio management, Potomac Wealth Management helps clients navigate the market and stay on track towards their financial objectives. Additionally, they offer expertise in creating and managing retirement plans for businesses, serving both entities and employees with low-cost, passively managed funds to minimize administration costs.
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