YOUR
INVESTMENT
RISK
Potomac was built to help financial advisors win. Our solutions are varied and flexible because the challenges facing your firm are unique.
The Union UMA
The technology you need, the investment solutions you want, and a personal service team to help you succeed.
With Union, run your practice from one unified platform.
Potomac Strategies
Financial success is about more than hitting a number twenty years into the future; it’s about feeling confident as you get there. Potomac’s strategies are offered direct and on mulitiple TAMPs.
About Potomac
Our people give us the drive, the expertise, and the passion to deliver an unparalleled RIA experience for advisors.
Say hello!
The Conquer Risk Podcast
Our weekly show explores real growth opportunities for financial advisors – featuring special guests, industry perspective, best practices, and hands-on experience.
Explore Our Latest Insights and Market Research on Our Blog
February Hot Takes
(S4 E8)
Have you heard about Donor Advised Funds? What’s up with people buying clients? We were wrong about Cetera.
How Your Custodian Makes Money
(S4 E7)
With so many claiming their services are now “free,” how are custodians actually making money? Does it matter?
Industry Gossip (E1)
TD, Testimonials, Vise, and more
There is so much news flying around we barely have time to process it all. What’s overrated? What’s underrated?
Death of a (Whole) Salesman
(Guest Column)
This was an age before (the industry had fully adopted) the internet, when the local wholesaler reigned supreme.
Advisor Communication is Broken
(S4 E6)
How is advisor client communication evolving? How can advisors utilize content to find the type of clients they want?
Custom SMA and Direct Indexing
(S4 E5)
While currently hot topics: Is direct indexing a fad? Is the custom SMA overhyped? Where can financial advisors find guidance?