Todd Wike, Managing Partner at Potomac Financial Group, Financial Advisor and CERTIFIED FINANCIAL PL
Potomac Financial Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Potomac Financial Group (PFG), a leading Maryland-based financial services company, announced today Managing Partner Todd Wike and the practice have been featured in Aspioneer Magazine's Leading Asset and Wealth Management Companies edition. The magazine's mission is to provide the most up-to-date articles covering a vast number of sectors including the economy, environment and business. The publication frequently showcases business leaders in a variety of industries who have demonstrated exceptional business growth with a reputation for integrity and client-centric culture. The acknowledgment was featured in Aspioneer's September edition, in which Wike is interviewed.
"This acknowledgment is another testament to the PFG team and our commitment to a culture of client-centric care," said Todd Wike, Managing Partner at Potomac Financial Group, Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Raymond James Financial Services. "While being interviewed for the magazine, I was really able to reflect on the past year and am once again grateful to our clients for the trust they placed in us during the ups and downs of the markets and the ongoing pandemic. I'm proud of how our team reacted to an abrupt change in business model and continued to deliver seamless service throughout the year. We've collectively built a culture over the years that differentiates us from many other financial planning companies."
To read the entire article and Wike's interview, visit aspioneer.com/potomac-financial-group-helping-clients-find-their-financial-freedom. You can also visit PotomacFinancialGroup.com to learn more about PFG and their wide-ranging financial planning and personal wealth management solutions.
Media Contact:
Sara Aulebach
Executive Assistant & Marketing Coordinator
Potomac Financial Group
Tel: 301.595.8600
Sara.Aulebach@RaymondJames.com
About Potomac Financial Group | Since 1973, Potomac Financial Group (PFG) has served as a leading financial planning and wealth management company singularly committed to helping its clients and families achieve financial independence and confidence. With over 45 years of combined experience, PFG has grown to be one of the region's most trusted financial planning companies through its innovative financial solutions and commitment to exemplary personal care. To learn more, visit PotomacFinancialGroup.com.
4061 Powder Mill Road, Calverton, MD 20705
Phone: 877.595.8605
*Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc. Potomac Financial Group is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Original Source: Potomac Financial Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
