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.
403(b) Plan Participants
Advisors often look at the 403(b) market as a bag of hurt, but we saw an opportunity to help the underserved and add real value.
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
Explore the important topics around the benefits, mistakes, and RIA experience of working with an OCIO.read more
How can advisors keep up with evolving technology? How can advisors create a simple and intuitive client experience?read more
Risk management is an important part of investing to protect from volatility and bear market declines…read more
How is the financial industry evolving to welcome female advisors? Nina O’Neal shares the story of the…read more
In the second volume of our quick hitters’ format, we tackle numerous headlines that could impact advisors…read more
A global pandemic. Civil unrest. People are hurting. How does an advisor proceed when the world is on fire?read more