Potomac Wealth Advisors

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

15245 Shady Grove Rd Ste 410, Rockville,...

Phone Number

(301) 279-2221

Revenue

$6.8 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Potomac Wealth Advisors

Apollon, The Potomac Group specializes in wealth management and offers a range of services including insurance strategies, 401(k) plan review and implementation, as well as tax and estate planning. Their intended clients are individuals seeking assistance through life-changing events and those looking to secure their financial future. The firm is committed to providing tailored financial advice and solutions to meet the unique needs of each client. Apollon operates as an investment adviser registered with the Securities and Exchange Commission, ensuring compliance and professionalism in their services.Explore more
Potomac Wealth Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Potomac Wealth Advisors Org Chart

PhoneEmail
MA
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President & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Potomac Wealth Advisors

$6.8M
1-10
Private
-
2004
MA
Mark AvallonePresident & Chief Investment Officer
<$5M
1-10
Private
-
2007
AP
Amy PrestManager, Client Services
<$5M
1-10
Private
-
1998
BO
Brian O'DellVice President, CFP CERTIFIED FINANCIAL PLANNER Professional
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
Illustration of an envelope

Potomac Wealth Advisors Tech Stack

A closer look at the technologies used by Potomac Wealth Advisors

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Frequently Asked Questions Regarding Potomac Wealth Advisors

What is Potomac Wealth Advisors's official website?
Potomac Wealth Advisors's official website is www.potomacwealth.com
What is Potomac Wealth Advisors's Revenue?
Potomac Wealth Advisors's revenue is $6.8 Million
What is Potomac Wealth Advisors's SIC code?
Potomac Wealth Advisors's SIC: 62,628
What is Potomac Wealth Advisors's NAICS code?
Potomac Wealth Advisors's NAICS: 52,523
How many employees does Potomac Wealth Advisors have?
Potomac Wealth Advisors has 1-10 employees
What industry does Potomac Wealth Advisors belong to?
Potomac Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Potomac Wealth Advisors competition?
Potomac Wealth Advisors top competitors include: delco financial services, New Era Financial Advisors, Anchor Wealth Management Group, JLB Wealth Management Group
What technology does Potomac Wealth Advisors use?
Some of the popular technologies that Potomac Wealth Advisors uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Font API
How do I contact Potomac Wealth Advisors?
Potomac Wealth Advisors contact info: Phone number: (301) 279-2221 Website: www.potomacwealth.com
What does Potomac Wealth Advisors do?

Apollon, The Potomac Group specializes in wealth management and offers a range of services including insurance strategies, 401(k) plan review and implementation, as well as tax and estate planning. Their intended clients are individuals seeking assistance through life-changing events and those looking to secure their financial future. The firm is c... ommitted to providing tailored financial advice and solutions to meet the unique needs of each client. Apollon operates as an investment adviser registered with the Securities and Exchange Commission, ensuring compliance and professionalism in their services.Read More

What are Potomac Wealth Advisors social media links?
Potomac Wealth Advisors Linkedin page Potomac Wealth Advisors Twitter page Potomac Wealth Advisors Facebook page
Is Potomac Wealth Advisors a public company?
Potomac Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Potomac Wealth Advisors

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