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
Oranj and the Future of Fintech
(S3 E21)
Why did Oranj close? What should advisors do? How does this signal a wakeup call for the wider industry?
Do Seasonality Trading Systems Work?
(S3 E20)
Seasonality trading is a term that gets thrown around a lot, but what exactly is it? And can you build a trading system around it?
Fintech:
The Next Generation
As guest columnist for WealthManagement.com, Manish Khatta discuss how integrations are giving way to the all-in-one solution.
Social Assurance
(S3 E19)
Advisors often hodgepodge their tech stack for social media engagement and compliance, is there a better solution?
Pricing to Piss People Off
(S3 E18)
Hidden fees, extra charges, “scalable” pricing. How can advisors help their clients be more money wise?
Lessons from a Home Builder
(S3 E17)
One opportunity we don’t hear talked about enough, is learning from people outside the industry.