Potomac Financial Consultants

At Potomac Financial Consultants, we understand that retirement planning is more than just a financial process; it's a journey towards securing your future. Our team of experienced professionals is dedicated to helping you navigate this journey with confidence. We believe that everyone deserves to live boldly and retire on their terms, which is why we are committed to providing personalized financial planning and investment management services to our clients.

Our History

With over 40 years of experience in the financial industry, Potomac Financial Consultants has built a reputation for providing comprehensive and tailored financial solutions to individuals and families. Our commitment to excellence and customer satisfaction has earned us recognition as a trusted advisor in the community. We continue to evolve and adapt to meet the changing needs of our clients, ensuring that they receive the best possible service and guidance throughout their financial journey.

Your Team

Our team at Potomac Financial Consultants is comprised of highly skilled and dedicated professionals who are passionate about helping others achieve their financial goals. Our President and Senior Advisor, Michelle Bender, is a Certified Financial Planner (CFP) with extensive experience in retirement planning, investment management, and estate planning. She leads a team of experienced advisors who are committed to providing exceptional service and personalized advice to each client.

Who We Serve

At Potomac Financial Consultants, we serve a diverse range of clients, including families nearing retirement, women investors, and multi-generational families. We understand that each client has unique needs and goals, which is why we offer customized financial planning and investment management services designed to meet their specific requirements. Whether you're planning for retirement, managing your investments, or looking to secure your family's financial future, we are here to help.

What We Do

Our team at Potomac Financial Consultants offers a wide range of financial services, including financial planning, retirement planning, investment management, estate planning, insurance planning, and lifestyle management. We believe in taking a holistic approach to financial planning, which means we consider all aspects of your financial situation and goals when developing your personalized plan. By working closely with you and understanding your unique needs, we can help you create a secure financial future and achieve your long-term objectives.

Resource Center

In addition to our personalized services, we also offer a comprehensive resource center where you can find valuable information on various financial topics. From retirement planning and investment strategies to estate management and lifestyle matters, our resource center provides access to a wealth of knowledge and insights to help you make informed decisions about your financial future.

At Potomac Financial Consultants, we are dedicated to helping you achieve your financial goals and live boldly in retirement. Contact us today to schedule a consultation and take the first step towards securing your financial future.