Potomac Wealth Management is a fee-only, independent wealth & retirement plan management organization serving clients nationwide.
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Wealth & Retirement Plan Management Northern Virginia | potomacwealthmanagementllc.com Reviews
https://potomacwealthmanagementllc.com
Potomac Wealth Management is a fee-only, independent wealth & retirement plan management organization serving clients nationwide.
potomacwealthmanagementllc.com
Retirement Plan Management | Fiduciary Services Northern VA
http://potomacwealthmanagementllc.com/retirement-plan-management-fiduciary-support-northern-va
Retirement Plan Management and Fiduciary Support. Harness the Power of Independence. Low Cost Fiduciary Friendly Retirement Plans for Business. Plan Creation and Administration. We are experts in creating and administering low cost, fiduciary-friendly 401(k) and 403(b) retirement plans for business and non-profit entities. Employee education increases plan participation and company sponsored retirement plans are one of the most sought-after employee benefits. How We're Different. Potomac Wealth Managemen...
Potomac Wealth Management Blog
http://potomacwealthmanagementllc.com/potomac-wealth-management-blog
Potomac Wealth Management, LLC Blog. Insights and information for investors. Get to know Potomac Wealth Management through our blog. We are always interested in suggestions on topics to blog about so feel free to drop us a line. We are also available for press and other inquiries. Do we really have to do what is best for the investor? May 4, 2015 Smart Investing. How much do I need to save for retirement? Apr 7, 2015 Smart Investing. Watch Massi De Desantis. How much income do you need in retirement?
About Potomac Wealth Management Great Falls, Virginia
http://potomacwealthmanagementllc.com/about-potomac-wealth-managment
About Potomac Wealth Management, LLC. Harness the Power of Independence. As an independent, fee-only financial advisory firm, we do not receive commissions and provide wealth management services free from conflicts of interest. We design cost effective retirement plans, provide participants with investment guidance and act as plan fiduciaries under 3(21) or 3(38). More About Potomac Wealth Management, LLC. Portfolio Management for Individuals. Portfolio Management for Businesses and Institutional Clients.
Frequently Asked Questions | Potomac Wealth Management
http://potomacwealthmanagementllc.com/potomac-wealth-management-faqs
Potomac Wealth Management, LLC FAQs. Potomac Wealth Management’s most frequently asked questions. Should you require more information please don’t hesitate to contact us. Please click on the question title or plus sign to see the answer). Who is Potomac Wealth Management, LLC? What is a fee-only registered investment advisory company? What are your investment minimums? What happens to the custody of my accounts and my investments? What is a fiduciary? A fiduciary is defined by the Encarta dictionary as: ...
Financial Planning & Wealth Management Northern Virginia
http://potomacwealthmanagementllc.com/financial-planning-wealth-management-mclean-northern-va
Financial Planning Northern Virginia. Harness the Power of Independence. Wealth Management and Financial Planning Services. We are fee-only independent registered investment advisors (RIA) serving the financial management needs of individuals and businesses nationwide. Acting as fiduciaries, we operate entirely in our clients’ best interests. We are experts at designing, executing and managing financial plans tailored to our clients’ financial goals and tolerance for risk. We act as fiduciaries for our c...
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Potomac Wealth Advisors | Welcome
Our Investment Management Philosophy. Mark Avallone, President, MBA, CRPS , CFP. John D. Orem, CFP. Mark H. Schlossenberg. Get an Insurance Quote. Group Health Insurance Quote. Second to Die Life Quote. The Deliberate Future Blueprint (TM). 401(k) Plan Review and Implementation. Subscribe to Our Newsletter. Welcome to Potomac Wealth Advisors, LLC. The Financial Times as one of the country's Top Retirement Plan Advisors 2015. Private Wealth Magazine as a member of their Inaugural All-Star Research Team.
Potomac Wealth Advisors | Welcome
Our Investment Management Philosophy. Mark Avallone, President, MBA, CRPS , CFP. John D. Orem, CFP. Mark H. Schlossenberg. Get an Insurance Quote. Group Health Insurance Quote. Second to Die Life Quote. The Deliberate Future Blueprint (TM). 401(k) Plan Review and Implementation. Subscribe to Our Newsletter. Welcome to Potomac Wealth Advisors, LLC. The Financial Times as one of the country's Top Retirement Plan Advisors 2015. Private Wealth Magazine as a member of their Inaugural All-Star Research Team.
Financial Planning | Alexandria, VA
Driven to Help You Succeed. Long-Term Financial Planning from Ralph Hendry. Developing and implementing a written Financial Plan has helped many clients better prepare for their future. Learn how you can also be a beneficiary of this opportunity. Working together we determine the most efficient and cost-effective platform to manage our relationship. Whether commission-based, fee-base, or self-managed. Your accounts are safely held at Pershing LLC, a wholly owned subsidiary of BNY/Mellon. Potomac Wealth M...
Potomac Wealth Advisors | Welcome
Our Investment Management Philosophy. Mark Avallone, President, MBA, CRPS , CFP. John D. Orem, CFP. Mark H. Schlossenberg. Get an Insurance Quote. Group Health Insurance Quote. Second to Die Life Quote. The Deliberate Future Blueprint (TM). 401(k) Plan Review and Implementation. Subscribe to Our Newsletter. Welcome to Potomac Wealth Advisors, LLC. The Financial Times as one of the country's Top Retirement Plan Advisors 2015. Private Wealth Magazine as a member of their Inaugural All-Star Research Team.
Potomac Wealth Advisors | Welcome
Our Investment Management Philosophy. Mark Avallone, President, MBA, CRPS , CFP. John D. Orem, CFP. Mark H. Schlossenberg. Get an Insurance Quote. Group Health Insurance Quote. Second to Die Life Quote. The Deliberate Future Blueprint (TM). 401(k) Plan Review and Implementation. Subscribe to Our Newsletter. Welcome to Potomac Wealth Advisors, LLC. The Financial Times as one of the country's Top Retirement Plan Advisors 2015. Private Wealth Magazine as a member of their Inaugural All-Star Research Team.
potomacwealthmanagementllc.com
Wealth & Retirement Plan Management Northern Virginia
Potomac Wealth Management LLC. Harness the Power of Independence. Wealth Management and Financial Planning. Serving the Wealth Management Needs of Individuals Nationwide. Retirement Plan Management and Fiduciary Services. Low Cost Fiduciary Friendly Retirement Plans for Business. Welcome to Potomac Wealth Management LLC. Our steady-as-she-goes philosophy of creating enduring, low cost and well-balanced portfolios across a variety of asset classes helps our clients stay the course in the market.
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Potomac Wealth Advisors | Welcome
Our Investment Management Philosophy. Mark Avallone, President, MBA, CRPS , CFP. John D. Orem, CFP. Mark H. Schlossenberg. Get an Insurance Quote. Group Health Insurance Quote. Second to Die Life Quote. The Deliberate Future Blueprint (TM). 401(k) Plan Review and Implementation. Subscribe to Our Newsletter. Welcome to Potomac Wealth Advisors, LLC. The Financial Times as one of the country's Top Retirement Plan Advisors 2015. Private Wealth Magazine as a member of their Inaugural All-Star Research Team.
potomacwealthstrategies.blogspot.com
Potomac Wealth Strategies' Blog
An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC. Wednesday, March 21, 2018. Model Portfolio Performance Through February 2018. US and Foreign Indexes. Dow Jones Industrial Avg PR. Barclays Agg Bond- US. Citi WGBI nonUSD (foreign bonds). Aggressive (95% stocks-5% bonds). 95 Strategic USA II. 95 Schwab index 2017. 95 Schwab ETF 2018. American Funds Port Ser Growth. American Funds Port Ser Global Growth. Nothing on th...
| Potomac Wealth Strategies, LLC
Glossary of Financial Terms A-L. Glossary of Financial Terms M-Z. To Buy or Rent: That is the Question. Home Sweet Home Equity. The Basics of Financing Your New Home. Choosing the Right Retirement Plan for Your Business. Maximizing Your Travel and Entertainment Tax Deductions. Nonqualified Deferred Compensation Plans. Documenting Your Charitable Gifts. How Charitable Giving Can Really Pay Off. A Savings Plan That Pays for More Than Just College. How to Fund a College Education. Women and Personal Finance.
Potomac Wealth Advisors | Welcome
Our Investment Management Philosophy. Mark Avallone, President, MBA, CRPS , CFP. John D. Orem, CFP. Mark H. Schlossenberg. Get an Insurance Quote. Group Health Insurance Quote. Second to Die Life Quote. The Deliberate Future Blueprint (TM). 401(k) Plan Review and Implementation. Subscribe to Our Newsletter. Welcome to Potomac Wealth Advisors, LLC. The Financial Times as one of the country's Top Retirement Plan Advisors 2015. Private Wealth Magazine as a member of their Inaugural All-Star Research Team.
