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.
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.
Our people give us the drive, the expertise, and the passion to deliver an unparalleled RIA experience for advisors.
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
How can financial advisors hire the best talent in 2021? What are the best retention strategies for financial advisors to use with their team?
We sit down with Samantha Russell to share stories of where advisors have found success growing their business.
Called Union, the unified managed account platform serves up big-TAMP technology plus “human handholding,” Khatta says.
Manish set out to write our year end letter but thought, “who would want to read it?” What was and what is to come on the podcast.
CIO Manish Khatta shows how advisors can increase social media engagement in this article from YCharts.
How has Potomac evolved in 2020? What surprised us and what were the pain points? We bring our full leadership team to discuss.