Insights

Strong Personal Focus Potomac Advisory Group emphasizes personalized client relationships, creating opportunities to tailor wealth management and financial planning solutions that meet individual client needs.

Technology Investment The firm’s adoption of advanced tech tools such as Amazon S3, Datadog, and Cloudflare CDN indicates openness to digital solutions, suggesting they could benefit from enhanced client engagement platforms or cybersecurity services.

Fraud Prevention Needs Recent efforts to strengthen fraud filters and processing systems reveal a priority on secure financial operations, opening prospects for fraud detection, identity verification, and cybersecurity product offerings.

Range of Services Offering comprehensive services from tax preparation to business startup assistance indicates a potential for cross-selling financial advisory, tax, and insurance products to existing clients.

Growth Potential With revenues between 1 million and 10 million and a small team, Potomac Advisory Group presents opportunities for scalable financial technology solutions and growth-support services to expand their operational capacity.

Potomac Advisory Group Tech Stack

Potomac Advisory Group uses 8 technology products and services including Calendly, Amazon S3, Cloudflare CDN, and more. Explore Potomac Advisory Group's tech stack below.

Calendly

Appointment Scheduling

Amazon S3

Content Delivery Network

Cloudflare CDN

Content Delivery Network

FMG Suite

Content Marketing

Font Awesome

Font Scripts

JSON-LD

Javascript Frameworks

Datadog

Real User Monitoring

HSTS

Security

Frequently Asked Questions

Where is Potomac Advisory Group's headquarters located?

Potomac Advisory Group's main headquarters is located at 3 Bethesda Metro Center Suite 700 Bethesda, Maryland United States. The company has employees across 1 continents, including North America.

What is Potomac Advisory Group's phone number?

You can contact Potomac Advisory Group's main corporate office by phone at

+1-301-883-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Potomac Advisory Group's official website and social media links?

Potomac Advisory Group's official website is potomacadvisorygroup.com and has social profiles on LinkedIn.

What is Potomac Advisory Group's NAICS code?

Potomac Advisory Group's NAICS code is 52 - Finance and Insurance.

How many employees does Potomac Advisory Group have currently?

As of February 2026, Potomac Advisory Group has approximately 2 employees across 1 continents, including North America. Key team members include President: H. H.. Explore Potomac Advisory Group's employee directory with LeadIQ.

What industry does Potomac Advisory Group belong to?

Potomac Advisory Group operates in the Financial Services industry.

What technology does Potomac Advisory Group use?

Potomac Advisory Group's tech stack includes CalendlyAmazon S3Cloudflare CDNFMG SuiteFont AwesomeJSON-LDDatadogHSTS.

When was Potomac Advisory Group founded?

Potomac Advisory Group was founded in 2007.

Potomac Advisory Group

Q: How many employees does Potomac Advisory Group have currently?

Potomac Advisory Group has approximately 2 employees.

Q: What technology does Potomac Advisory Group use?

Potomac Advisory Group's tech stack includes Cloudflare Bot Management, Google Tag Manager, Site24x7, Bootstrap, Amazon S3.

Q: What is Potomac Advisory Group's NAICS code?

Potomac Advisory Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesMaryland, United States2-10 Employees

Your Financial Compass

Bethesda - DC - Arlington - Frederick

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:
Income Tax Preparation for individuals, trust,  businesses, and non-profits.
Financial Services
Cost Segregation Analysis 
IRS and State Audit Representation
Payroll & Bookkeeping
Business startup services

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. (www.finra.org, www.sipc.org)
Investment advisory services offered through Avantax Advisory Services℠ Insurance services offered through an Avantax affiliated insurance agency.
Please visit www.avantax.com/social_policy/ for more information

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