At Potomac Financial Private Client Group, LLC, we empower clients to reach their financial goals and make better financial decisions.

Finance

Potomac Financial Private Client Group

Potomac Financial Private Client Group's headquarters in McLean, VA, United States

Michael Kalas

Phil Corso

Timothy Shean

Ryan Kellinger

Joe Lamoglia

Steve Richardson

Amy Frix

The Advisory Team at Potomac Financial Private Client Group provides personalized financial guidance to clients, helping them develop and implement strategies to achieve their financial objectives. With a mix of experienced senior advisors and dedicated assistant support, the team collaborates to analyze client portfolios, assess risks, and ensure tailored advice that aligns with their clients' unique needs and aspirations.

Advisory Team

The Financial Planning Team at Potomac Financial Private Client Group collaborates to develop personalized financial strategies for clients, helping them navigate investment opportunities, retirement planning, and tax-efficient wealth management. By assessing individual client needs and goals, the team provides tailored advice and ongoing support to empower clients in achieving financial success.

Financial Planning Team

The Leadership Team at Potomac Financial Private Client Group guides the overall strategy and vision of the firm, ensuring alignment with client goals and values. Comprised of experienced executives, the team focuses on investment decisions, operational excellence, and fostering a client-centric culture to empower individuals in their financial journey.

Potomac Financial Private Client Group

Org chart

Teams

Advisory Team

Financial Planning Team

Leadership Team

Offices

Potomac Financial Private Client Group

Org chart

Teams

Advisory Team

Financial Planning Team

Leadership Team

Offices

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