Potomac Wealth Advisors of Wheaton

Potomac Wealth Advisors of Wheaton is a wealth management firm in Wheaton, MD. The firm provides financial planning, portfolio management, 401(k) qualified and non-qualified retirement plan consulting and investments, college savings plans, retirement planning strategies, annuities, and estate and tax planning strategies, along with tax-reduction and tax-efficiency strategies. It holds a rating of 4.00 from the customers who have reviewed it. The firm describes its mission as helping clients manage the challenges created by their success, and its stated values are integrity, accountability, candor, and caring. Its investment philosophy centers on actively managed, global investment strategies, with research into a large number of asset managers each year and ongoing due diligence on those selected. It also uses ETFs, index funds, and managed ETFs, which may be lower-cost and more tax efficient, and may blend these approaches. Portfolios are built around each client's tolerance for risk and volatility and long-term goals. The team includes Mark Avallone, MBA, CRPS, CFP, AIF, president; John D. Mark Avallone is a frequent guest on CNBC, Fox Business and other networks, and his insights have appeared in USA Today, U.S. News & World Report, The Washington Post, and The Wall Street Journal. He is the author of Countdown to Financial Freedom. The firm supports the Boys and Girls Club of America and at-risk youth. Potomac Wealth Advisors of Wheaton is located on Shady Grove Rd in Wheaton, Maryland.