Potomac Financial Strategies

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Larry's independence as an advisor is powered by LPL Financial and has been featured in SAN DIEGO® magazine as a Five Star Wealth Manager*.

*Award based on 10 objective criteria associated with providing quality services to clients sucha s credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2019 Five Star Wealth Managers.

Larry Potomac is a Registered Representative with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, AZ,CA,CO, HI, IL LA, MO, NC, NJ, NV, NY, OR, PA RI, SD, TX WA, WI, WY