Potomac Wealth Advisors
Financial Services • 
Rockville, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | Rockville, Maryland, United States |
| Phone number | +13012792230 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Asset Management, Retirement Planning, Insurance Strategies, Tax & Estate Planning, 401K Plan Review & Implementation, Life Transition Strategies |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contact at Potomac Wealth Advisors
John D. Orem
Managing Director
Potomac Wealth Advisors Email Formats
Potomac Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@potomacwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@potomacwealth.com | 100% |
About Potomac Wealth Advisors
Thanks for stopping by! Helping you achieve financial freedom is our mission. At Potomac Wealth Advisors, we understand very well that freedom looks different for everyone. As unique as your situation is our formula to create the best solution for you and your family. In any of life’s seasons, it is wise to explore professional financial advice. We understand and are here to help you navigate the complicated financial environment through: ❏Career changes ❏Divorce ❏Death in the family ❏Marriage ❏Retirement ❏Business Success Successful client relationships are based on open communication and mutual understanding. Our team is committed to helping you strive towards the financial life you deserve. We will, ❏Listen carefully to better understand your situation ❏Summarize key areas impacting your financial success ❏Gain agreement on next steps ❏Objectively research available strategies ❏Recommend only what is in your best interest ❏Implement what we agree on ❏Communicate and adjust strategies when appropriate Do you have questions about your financial situation? Contact us today to schedule an appointment with one of our financial professionals. Call us today at 301.279.2221. At Potomac Wealth Advisors, we are dedicated to the community. We proudly support the Boys and Girls Club and we welcome opportunities to empower underserved youth. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, DC, FL, GA, MD, MA, MO, NC, NJ, NM, NY, NC, OR, PA, SC, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 15245 Shady Grove Rd., Ste 410, Rockville. MD 20850 Terms of Use: www.commonwealth.com/termsofuse.html
Potomac Wealth Advisors revenue & valuation
| Annual revenue | $16,400,000 |
| Revenue per employee | $4,086,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $52,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Potomac Wealth Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Potomac Wealth Advisors has never raised funding before.
Potomac Wealth Advisors Tech Stack
Discover the technologies and tools that power Potomac Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Marketing automation
Security
Analytics
Analytics
UI frameworks
Netherlands
United Kingdom
Canada
Frequently asked questions
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