Potomac Advisory Group is an independent financial services firm and fiduciary that acts as a trusted financial compass. The firm provides comprehensive wealth management, including tax services, cost segregation analysis, trust & wills, finance, and insurance services to help clients secure their future. Reviews highlight that the team is organized, professional, and offers flexible appointment hours. Clients report receiving thorough explanations, prompt and respectful service, and having their questions answered promptly, even late at night or on weekends. They are described as timely, friendly, and treating every client as important. The firm earns consistent business for its dedicated, customer-first approach and high reliability in handling both business and personal tax filings.
