Your Financial Journey
Helping You Make Better Financial Decisions
Volume 10
Each year we host an event to thank our clients and professional relationships for the referral of a friend, family member, colleague, or business owner. Our 3rd Annual Referrer Thank You Event at Wolf Trap's Filene Center for the Performing Arts will be an evening of fun, food, fellowship and music under the stars at this incomparable venue. If you know someone who would benefit from our expertise, please take a moment to make the introduction. We will take it from there. You will be rewarded with the knowledge that you helped a friend, and we will thank you with an invite to this fun event!
Summer 2018 Concert Event
Are you on the invite list?
Friday August 10, 2018
Dinner at Ovations followed by
Lyle Lovett and His Large Band
Ryan Kellinger passes the CFP exam
Join us in congratulating Ryan Kellinger, Financial Planning Services Associate, in passing the Certified Financial Planner Exam. The exam is a significant milestone towards earning the CFP® certification, which is recognized industry-wide as the standard of excellence for education, experience, and personal ethics and responsibility in financial planning. Ryan joined our firm in September of 2016 after graduating from Virginia Tech with a B.S. in Finance.
Growing tree to save ecological sustainability_ sustainable environment_ and corporate social responsibility CSR in nature concept
ESG Investing is Becoming More Mainstream

By Clem Dinsmore
What used to be called socially responsible investing is now commonly referred to as ESG investing. Of the designation “ESG”, “E” stands for environmental considerations, “S” for social considerations, and “G” for corporate governance or the fiduciary oversight of a corporation’s activities by its board of directors and senior management.
An illustration of a One-Way style sign that says First Quarter

First Quarter Market Review
World Capital Market performance and a timeline of events for Q1 2018

Lunch & Learn Webinars
Join us this month for
A Guide to the Markets - 2nd Quarter
Thursday, April 19 at 12:00 PM EST

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Potomac Financial Private Client Group | 6723 Whittier Ave Suite 305 Mclean VA | 703-891-9960

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