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Women Investors: Make your Money Work for You

Our Process
Our History
Our Values

Women are getting married later in life, staying single longer and many times are taking charge of their finances in their 20s and 30s instead of buying a house and settling down. And (hooray!) the earning power of women is increasing.

No matter where you are in your financial acumen, we can meet you there, and work together to help you chase your goals.

  • Pretty financially savvy? That’s great; we’ll help you stay the course.
  • New to investing and managing your wealth, not sure how to start? We’ll design a custom plan and answer all your questions.

Our method for financial planning and investing involves no blame and no shame.  Women face many life transitions that have a direct impact on their financial wellbeing. After the death of a spouse, a career change, or even a divorce, trying to plan for the future can be a little overwhelming. Your money should work as hard as you do. We know that sense of “I should know this, or do this” well. We have been in your shoes. It’s time to stop wondering if you’re doing enough and let our dedicated team of advisors empower you for a bold future.  

Women Investors: Compassionate, Practical Advice for Women

As a woman, maybe you’ve been underestimated or underserved in the past. But you’ve got goals to save for, and things to do. Armed with a partner like Potomac Financial Consultants by your side, you can start checking things off your list.

We serve women across all kinds of diverse lifestyle backgrounds and we have solutions for YOU whether you are:

  • Single
  • Divorced
  • Widowed
  • Married and who takes the lead with their family’s financial decisions
  • Chasing goals as a powerful executive

Your life circumstances don’t define you or limit your ability to plan and invest in your future.

Let’s discover and dream together. What do you want your life to look like in five years, or ten? Do you want that promotion; do you want to buy your dream house, would you love to be able to take a two-week vacation every year? Everybody’s goals are different, which means the corresponding financial plan has to adapt as well.


If you’re ready to take charge of your financial life, call to schedule your consultation today.