At Potomac Financial Private Client Group, LLC, we believe in the power of individual choice. It was this same notion by which Michael Kalas founded our firm!
When you go to a financial professional with a famous Wall Street name, you don’t necessarily get that choice. While many big-name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don’t know you. These firms also may impose sales quotas on the financial professional helping you. In other words, your investment choices may be limited, and there may be hidden agendas.
We don’t think that’s the right way to do business. Rather, we strive to achieve the following:
Care for our clients in the way we’d want for ourselves. Potomac Financial Private Client Group, LLC, was founded to be the kind of place where we’d want to be clients, if we didn’t already work here! We’d want to be respected, informed, and heard. We don’t expect our clients to demand any less.
Know our clients and their goals. We understand that investing is more than just a numbers game. There’s emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren’t necessarily the best for everyone. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person, and we’ll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
Treat clients like people, not like portfolio balances. One thing you’ll notice about our firm is that we’re friendly. Down to earth. Good listeners. Having been in the business a long time, we’ve encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We’ve got a lot of perspective that can help keep you on an even keel through the ups and downs.
Empower clients to feel confident about their decisions. You don’t have to know the difference between a REIT and a UIT when you come to see us. We’re happy to explain it to you if you’re curious. If you’re not, that’s okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
Practice time-tested financial approaches. At Potomac Financial Private Client Group, LLC, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we’ll work with you to adjust your course of action accordingly. We monitor your portfolio’s performance so you don’t have to worry.
We look forward to helping you take control of your financial future.
