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Financial Planners with Roots that go Deep

Potomac Financial Consultants, LLC has been an integral part of the Germantown, Maryland community for more than 30 years. Over these last three decades, even through a transfer of ownership, our clients have remained faithful and the high caliber of service continues to be our top priority.

Since our inception in 1983, our mission remains the same. We are dedicated to offering highly personalized retirement and investment services combined with today’s innovative technology to successful women, business professionals, and families nearing retirement. As an independent financial services firm, our clients and their needs are the focus instead of individual products. Our advisors are truly objective when working on your financial plan; committed to maximizing your opportunities, not our benefit.

Located in Germantown, Maryland, we serve clients all along the Potomac River including all areas of metropolitan DC, Maryland, and Northern Virginia.

What You Can Expect

What is it like when you walk into Potomac Financial Consultants? Think of your favorite restaurant, where the waiter knows your name and the wine you prefer. The experience here is quite similar; as a small firm we build strong relationships with each and every one of our clients, yet we are still able to offer access to all the capabilities of a major Wall Street firm. We welcome questions, take the time to listen, and would enjoy the opportunity to get to know you and your family.

If Potomac Financial Consultants sounds like a great fit for you, come on over and meet our team.