A business doesn’t have to be a game of policies and red tape. Our motto is, “just do the right thing,” and the rest will take care of itself. Leading with empathy is always the best path forward when it comes to our employees, clients, and partners.


We built our business on transparency and honesty. We educate and inform.

Our goal is to be as transparent as possible with our clients: tell them exactly what we do, how we do it, and then tell them again. If you make a mistake, be an adult and own it. Apologize and adjust your process so it doesn’t happen again.

Helping Financial Advisors

Our company is designed to help other financial advisors. We are not here to sell you, trick you, or trap you. We don’t operate on the “Eat what you kill” mantra. Our goal is to simply add value from our TAMP, investment models, mutual funds, and institutional research. If you like what you see, join our movement.

Where Do We Work?

We will never go back to a traditional office setup. Of course, a remote setup has its challenges, but we are committed to making it work so our staff can lead a fulfilling life.






Benefits and Perks


Before we get into it, what is the point of a use it or lose it PTO policy? You only have a certain amount of time each year that vanishes if unused. We hear many parents will have a ton of vacation days saved up at the end of the year. Why? They don’t want to use all their PTO if their kid gets sick and they need to stay home.

We think that’s a horrible way to live, which is why we decided the best PTO policy is not to have one. You’re an adult and will be treated as such, so take as much time as you need to tend to your family and get your mind right—we want you to enjoy your life.

Even with our flexible PTO policy, we still have a job to do and expect it to get done.

Health and Dental Insurance

Health and Dental insurance are provided via United Healthcare. The company pays 100% of the individual premium and 50% of the family premium.  You are eligible for health care within 30 days of employment.

Misc. Insurance

Long term disability insurance is provided via Principal. The company pays 100% of the premium.

Health Savings Account (HSA)

A health savings account (HSA) is a tax-advantaged account for people enrolled in an HSA-eligible high-deductible health plan (HDHP). Money is contributed pre-tax and accumulates each year that you’re enrolled—no expiration.

HSAs are used to pay for eligible health expenses, including some dental and vision costs.

Potomac contributes $50 per month.

Retirement Plan/PSP

Potomac matches dollar-for-dollar, up to 6%, of your salary that you contribute to the plan. For instance, an employee who earns $100,000 can contribute any amount, up to the maximum allowed by regulations, towards their 401(k). Potomac will match the first 6% or $6,000/year of those contributions. You are eligible to enroll in the 401(k) plan within 30 days of employment, and the plan is immediately 100% vested.

In addition, Potomac offers discretionary profit sharing through our retirement plan based on firm goals and achievements.

2021 PSP Contribution: 10% of compensation.

Humanizing Remote Work

We understand the fun part about being in a traditional office is the human interaction, whether you’re going to lunch with a coworker or grabbing drinks after work. So, to help re-create this feeling, as best we can remotely, we offer the following perks:

  • $100/month UberEATS credit
  • Monthly Happy Hour

Internet Allowance

Potomac will pay up to $100/month for your home internet connection. We encourage everyone to get the fastest speed money can buy because there is nothing worse than a slow, crappy internet. Having a fast and stable connection is paramount to doing your best work possible.

Wireless Allowance

Potomac will pay up to $50/month for your wireless plan. We recognize that in a remote world, your cell phone is occasionally used for work purposes. While we encourage employees to unplug as much as needed, the ability to conduct business remotely is vital to the firm’s success.

Expense Account

Every employee will carry a Ramp corporate card in their name. These cards are to be used for work-related expenses. All expenses require a receipt that is uploaded and tagged in the software. Our expense policy is called, “Use your brain and have common sense.”  We’re not here to babysit you, and trust that you will use the card prudently.

Don’t be a cheap ass and waste time to save a buck, but Potomac is also not going to fund your champagne and caviar habit.


With public health permitting, our goal is to have regular face-to-face meetups with advisors and staff:

  • Employee Retreat: The entire Potomac staff will get together to plan our world dominance and have some fun. Each event we will pick a new city to explore. The next employee retreat will be held in May of 2023 in New Orleans, LA.
  • Advisor Conference: We bring together the entire Potomac crew, in addition to advisors, partners, and industry leaders, for three days of education and relationship building. The next conference will held in October of 2023 in Omaha, NE.


From hosting podcasts together to sipping our cocktails, we’re always looking for best ways to expand our company culture. Think that you would make a good fit? Let’s talk about it. You never know where a job will take you next.