Potomac Financial

Welcome to Potomac Financial Private Client Group, LLC. Since 2005, we have dedicated ourselves to empowering our clients to reach their financial goals and make better financial decisions. Our client-focused approach puts you at the center of our universe. We believe that you deserve objective, independent advice that is focused solely on your best interest. Our experienced professionals are committed to life-long learning and personal service, and we strive to be the best financial firm you've ever worked with.

Our Commitment

Our commitment is to provide you with the best possible service and advice. We strive every day to be the best financial firm you've ever worked with, the one you want to tell your family and friends about. We will give you objective, independent advice that is focused only on your best interest, and we will work hard to earn your trust and confidence.

Our Services

At Potomac Financial Private Client Group, LLC, we offer a range of services designed to help you achieve your financial goals. These services include:

• Retirement Planning: We can help you plan for a secure and comfortable retirement, with strategies designed to preserve your wealth and generate income.
• Insurance: We offer a range of insurance products to help protect your assets and your family's financial future.
• Managing Investments: We can help you manage your investment portfolio, with a focus on long-term growth and capital preservation.
• Estate Planning: We can help you create a comprehensive estate plan, with strategies designed to minimize taxes and ensure that your assets are distributed according to your wishes.
• Saving For College: We can help you save for your children's education, with strategies designed to maximize your savings and minimize your taxes.
• Minimizing Taxes: We can help you minimize your taxes, with strategies designed to maximize your after-tax income.
• Business Planning: We can help you plan for the future of your business, with strategies designed to maximize your profits and minimize your taxes.
• Fiduciary Services: We can act as a fiduciary, managing your assets and making decisions that are in your best interest.
• Socially Responsible Investing: We can help you invest in companies that align with your values, with strategies designed to maximize your returns and your impact.

Our advisors are dedicated to providing you with independent advice that is aligned with your goals and values. We have no proprietary products to sell, so you can be sure that our recommendations are based solely on your best interest.

Our Team

Our team is made up of experienced professionals who are dedicated to life-long learning and personal service. We have assembled a caring team of caring professionals who are committed to helping you achieve your financial goals. Our team includes certified financial planners, investment advisors, and estate planning attorneys, all of whom are committed to providing you with the best possible service and advice.

Meet the Team

Our team includes:

• Mike Kalas, CFP, AIF: Founding Partner and Chief Investment Officer, Mike has over 25 years of experience in the financial industry. He is committed to providing his clients with independent advice that is aligned with their goals and values.
• Jessica Smith, CFP: Senior Financial Planner, Jessica has over 10 years of experience in the financial industry. She is committed to providing her clients with comprehensive financial planning services, including retirement planning, investment management, and estate planning.
• John Doe, JD: Estate Planning Attorney, John has over 15 years of experience in the legal industry. He is committed to providing his clients with comprehensive estate planning services, including wills, trusts, and probate.

Experienced Professionals

Our team of experienced professionals is dedicated to helping you achieve your financial goals. We have a deep bench of talented professionals who can give you what you need most from your advisor: time. We will take the time to really understand your goals and dreams, and we will take the time to build a solid, realistic plan to achieve them.

Giving Back

At Potomac Financial Private Client Group, LLC, we believe in giving back to our community. We are committed to making a positive impact in the world, and we support a range of charitable organizations.