Potomac Financial Advisors | 1-800-520-6998 | js@potomac-financial.com
2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815   |   11790 Farside Rd., Ellicott City, MD 21042

Privacy & Disclosures

PFA's privacy notice (.doc)

Regulatory and Disclosure Information:   

Potomac Financial Advisors, LLC is Registered Investment Advisory firm.

We do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to providing you with general information about our services and provides a way for you to contact us. Advice can only be rendered after all of the following conditions are met:

1. Delivery of our Form ADV Part II to you.
2. Execution of an Investment Advisory, Financial Planning, Income Tax, and/or Personal Business Assistance services agreement between both parties.

Other Disclosures: 

The information contained on this website is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis to select Potomac Financial Advisors, LLC, in any capacity or to make investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.

All references that might be made to an investment or portfolio's performance are based on historical data and one should not assume that this performance will continue in the future.


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