If you live in the DMV, or will be in the area on December 8th, please join us at Fleetwood Farm Winery between 2 and 5 pm. Come enjoy an afternoon of holiday cheer, great conversation, and wine tasting at one of the regions most beautiful wineries. It's the perfect way to celebrate the season together ad show our appreciation for your continued trust and support.  For more information or to RSVP, please email amy@potomacfinancialpcg.com.

Meet Aidan McCall, Advisor Assistant



We are excited to announce that Aidan has joined Potomac Financial Private Client Group as our new Advisor Assistant. Aidan brings great enthusiasm and a client-first approach to our team.

A recent graduate with a Bachelor of Science in Economics from Penn State University, Aidan has a solid background in financial markets and investment analysis. He’s eager to contribute to our mission of delivering exceptional service to our clients.

Outside of work, Aidan enjoys playing lacrosse, golfing, traveling, and spending time with friends, family, and his dog, Turbo. He’s also excited about learning new languages to enhance his travels. Having grown up in Pittsburgh (Go Steelers!), Aidan is new to the Washington Metro Area and looks forward to meeting new people in the community.

Please join us in welcoming Aidan to the Potomac Financial family! We’re thrilled to have him on board and can’t wait to see the great things he’ll achieve with us.

As part of our commitment to securely manage your financial accounts, we kindly request that you do not communicate with us via text. Although we pride ourselves on being accessible to answer your questions and offer you advice, in order to comply with current SEC electronic communication regulations, we cannot accept business-related messages via text. Of course, we are available via email or phone when our office is open. If you prefer to message us, please use the messaging function in Investor360°.