A complete list of active advisors currently associated with Potomac Wealth Strategies, LLC

Warmer can help you find a great advisor at Potomac Wealth Strategies, LLC or one who fits your needs even better.

Potomac Wealth Strategies provides ongoing portfolio management, investment planning, and third‑party manager selection to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm serves a small client base through a single advisor and reports managing roughly $45 million in client assets. The firm operates primarily on a non‑discretionary basis, preparing an Investment Policy Statement and seeking client approval before executing transactions, and relies principally on fundamental analysis alongside both long‑ and short‑term strategies. Custody is maintained at Schwab Institutional and accounts are reviewed at least annually by the sole advisor; clients are asked to use the firm’s recommended custodian rather than directing brokerage. Compared with many independent RIAs, Potomac’s concentration of assets in non‑discretionary accounts and its provision of portfolio management for institutional clients such as corporations and trusts are less common. The adviser also commonly refers clients to third‑party money managers (including named managers such as Confluence and Dorsey Wright) and reduces its own advisory fee when a third‑party manager is engaged, which affects how clients’ total advisory arrangements are structured.

To learn more about the advisors currently working at Potomac Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.