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
Hiring, Training, and Retaining Talent
(S4 E3)
How can financial advisors hire the best talent in 2021? What are the best retention strategies for financial advisors to use with their team?
Advisor Success Stories
(S4 E2)
We sit down with Samantha Russell to share stories of where advisors have found success growing their business.
Why a New TAMP for Small RIAs Has a Months-Long Waitlist
Called Union, the unified managed account platform serves up big-TAMP technology plus “human handholding,” Khatta says.
The Rocketship
(S4 E1)
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.
3 Tactics for Advisors to Increase Their Social Media Reach
CIO Manish Khatta shows how advisors can increase social media engagement in this article from YCharts.
Hindsight is 2020
(S3 E23)
How has Potomac evolved in 2020? What surprised us and what were the pain points? We bring our full leadership team to discuss.